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Here is How China Wins The AI Power Race
Who Needs Oil Anyway?
Aug 4
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Grizzle
17
July 2026
The Memorandum of Misunderstanding
Author: Chris Wood
Jul 27
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Grizzle
23
Hyperscaler Capex, Open-Weight Models & Iran
In today's note we look at Google's cloud reacceleration and the market's focus on capex — we present a framework on how much runway the hyperscalers…
Jul 24
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Grizzle
17
Grizzle Growth ETF: 2026 Semiannual Letter
2026 Half-Year Performance Review
Jul 20
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Grizzle
24
1
Don't Let the AI Trade Distract you from Opportunity in the Land of the Rising Sun
Author: Chris Wood
Jul 14
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Grizzle
14
1
Enterprise Penetration and Token Demand: A Tale of Two Free Cash Flows
In our view, the market hasn't fully digested two very good data points from the past several weeks, and the stocks around them aren't yet getting full…
Jul 10
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Grizzle
26
June 2026
Critical Minerals Roundtable
Evaluating the Secular Bull Market
Jun 29
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Grizzle
17
1
With an Energy and Funding Advantage, is China's DRAM Machine Unstoppable?
Author: Chris Wood
Jun 23
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Grizzle
40
2
The Chinese Memory Tsunami
Author: Chris Wood
Jun 9
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Grizzle
25
Grizzle Hard Money 2026: Gold, Silver and Bitcoin Conference
The recent Grizzle Hard Money Conference brought together a stellar lineup of portfolio managers, producers, and explorers to dissect the current state…
Jun 8
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Grizzle
20
1
May 2026
The SpaceX IPO through the Lens of Disruption at a Reasonable Price
The upcoming SpaceX IPO marks a fundamental shift in the public markets.
May 29
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Grizzle
30
Emerging Markets Have A Semiconductor Problem
Author: Chris Wood
May 27
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Grizzle
26
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