Letters by company

Google DeepMind AI Lab Ecosystem ETF

1 letter discussing DEPW. Everything written about it on this site is on its ticker page.

Moon Capital Management 2025 Q3 letter Moon Capital Management argues that AI enthusiasm has pushed technology valuations beyond realistic expectations, echoing the late-1990s dot-com boom. It cites hyperscaler infrastructure spending, vendor financing and speculative quantum-computing valuations, and says it will continue to favor earnings and cash-flow fundamentals over fashionable themes. first 9 months of 2025 AMZN $2.7TDEPW META $1.8T