The APLD Stock Hype Train: Why It's Surging and Why I'm Calling B.S.
So let me get this straight. Applied Digital, a company I’m pretty sure half the people buying it couldn't d...
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Morgan Stanley's AI Productivity Claim: Analyzing the Real Numbers
The Morgan Stanley Data Blackout: An Analysis of NothingThere is a certain rhythm to my work. It begins wit...
Robinhood's Tokenization Future: What It Means for Investing, Your Money, and the Future of Finance
There are moments when the future doesn’t just knock; it kicks the door clean off its hinges. One of those m...
DoorDash's Business Model: A Data-Driven Look at Driver Pay, Customer Fees, and Merchant Costs
The market digests corporate announcements one press release at a time. This is a structural flaw in analysi...
McDonald's: Breakfast Hours, Menu Details, and Finding a Location
An analysis of two corporate data points, logged within a 24-hour period, offers a clinical look at the oper...
Joshua Allen's Unforgettable Impact: What We Lost and the Legacy That Remains
I spend most of my days thinking about systems. I look at circuits, at networks, at the elegant and often in...
Robert Irwin: Why He's More Than a Star and What His Rise Reveals
I sometimes wonder if we’re moving so fast that we’ve forgotten what we were running toward in the first pla...
Juan Gabriel: The Persistent Rumors He Faked His Death
The digital footprint of a deceased artist is a peculiar asset class. It has no tangible form, its value is...
Royal Caribbean Norovirus Outbreak: Analyzing the CDC Report and Onboard Numbers
Beyond the Reported Numbers: A Quantitative Look at the Serenade of the Seas OutbreakAn outbreak of norovir...
The George Wilson Problem: How Algorithms Confuse a Gatsby Character with an NFL Star
The Ghost in the Machine: When a Name Becomes a NetworkType the name “George Wilson” into any search engine...