Emerging Opportunities

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• Nick Timiraos@nicktimiraos.bsky.social28/10/2026 03:10

  It’s a tricky thing because a lot of times people overlook that most of these speeches are not terribly policy relevant. Some are on issues other than monetary policy (payments, bank reg), some are presidents getting out in their districts. Sometimes delivering the same speech to different audiences

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• Emerging Opportunities@emergingopp.bsky.social07/10/2026 11:57

  New on Emerging Opportunities: $TSM as the safe AI trade — TSMC makes the leading-edge chips (and CoWoS packaging) that power agentic AI no matter which chipmaker wins. emergingopportunities.substack.com/p/tsm-safe-ai

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• Alberduh is free to be dumb@alberduhfreedumb.bsky.social31/05/2026 23:33

  We have to stop data centres from being built.

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• Emerging Opportunities@emergingopp.bsky.social26/05/2026 00:44

  Just dropped my deep dive on $DLO — Uruguay’s payments leader with 45%+ revenue growth, trading at only ~13x earnings (80% off highs) The potential “next MercadoLibre” at a value price. Full analysis: emergingopportunities.substack.com/p/dlocal-dlo... #EmergingMarkets #ValueInvesting

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• Emerging Opportunities@emergingopp.bsky.social22/05/2026 22:18

  SpaceX’s $1.5–1.75T IPO Losses look scary, but Starlink is already profitable and growing fast in emerging markets. The $15B Anthropic deal + $75B raise give solid paths to grow into the valuation CoreWeave vibes Full analysis: emergingopportunities.substack.com/p/spacex-ipo... $SPCX $CRWV

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