Lessons Learned

Alphabet grew revenue 24% and lost about $300 billion

The AI market has stopped grading the size of the bet. It is asking where the revenue, margin and cash come back.

Market Watch | Week of 21 July 2026

Chip stocks fell 20% and everyone blamed China. The prediction markets didn't budge. Here's what Friday was really pricing, plus what a golf shop exit taught me about revenue.

Archie Diary Ep 2: I tell clients not to over-rely on AI. Then my agent went down and I had to practice what I preach.