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Just published a new Short Thoughts where I discuss a number of topics, and include deeper dives into Bitcoin/crypto, precious metals, the AI buildout accounting scandal no one is talking about, Molina Healthcare revisited, and of course GameStop’s potential targets and a proposed strategy.

We are discussing this right now in a new Chat discussion.

open.substack.com/chat/…

Short Thoughts: February 2, 2026
Feb 2
at
6:59 PM

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