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Paradis
@ParadisLabs
AI & tech investment research. No financial advice.
加入 March 2026
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Recommended reading for the weekend: 1. @jpmorgan — Credit markets look for AI’s weak links 2. @BernsteinPWM — Climbing the Wall of Worry | 3Q Macro & Markets Insights 3. @gdb — Towards securing the internet 4. @AswathDamodaran — From Eyeballs to ARR: Buzzy Pricing Metrics and the AI Trade! 5. @UBS — Higher oil and AI concerns drive risk-off move 6. @neil_shah — NVIDIA GTC Berlin 2026 – Containers, Safety and Sovereignty Rough week in the markets. Hope this weekend serves as some welcome respite!
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