Bill Voss

Deep dives on the companies shaping the future

Deep Dive
Semiconductors · AI

How McDonald's French Fries, a Dentist's Basement, and Raw Idaho Stubbornness Created America's Secret AI Superweapon

Everybody's talking about Nvidia. Almost nobody's talking about the company in Boise that Nvidia literally can't function without. That's either a massive opportunity or a spectacular trap.

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Deep Dive
Nuclear Energy · AI Infrastructure

Sam Altman Bet Millions on a Hot-Tub-Sized Nuclear Reactor Before Anyone Cared About AI. The Stock Is Up 500%.

A pre-revenue startup says it can build meltdown-proof nuclear plants the size of shipping containers. Either it's the future of energy — or the most spectacular SPAC implosion since... well, all of them.

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Deep Dive
Fintech · AI

How Wall Street's Most Hated Man Turned a Gambling App Into a $68 Billion Financial Empire

Vlad Tenev lost $3.7 billion, got grilled by Congress, watched his stock crater 85%, and then pulled off the most spectacular comeback in fintech history. He's either building the next JPMorgan — or running the world's most sophisticated meme stock.

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Deep Dive
Semiconductors · AI

Lisa Su and Jensen Huang Are Cousins. One Built a $4T Empire. The Other Is Coming for It.

She inherited a dying company worth less than a Snapchat acquisition. She turned it into a $250 billion challenger. Now she's picking a fight with the most valuable company on Earth — run by her own cousin.

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Deep Dive
Macro · Forex · Japan

One Million Japanese Housewives Traded Forex From Their Kitchen Tables. Then They Broke the Global Financial System.

They were called Mrs. Watanabe. Wall Street laughed at them. Hedge funds copied them. Two financial crises wiped them out. And they kept coming back.

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