Deep Cove
Trade theses, deep dives and asymmetric setups. The reasoning behind every position, written down before the outcome is known.
2Deep dives
2025First published
No. 49Deep Cove
LatestMay 9, 2026MacroThe AI Value VoidExplore the macro-economic risks of the generative AI boom. “The AI Value Void” analyzes circular financing, the automation paradox, and impending market collapse.Read the deep dive
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Theses, trades and the reasoning behind them. Never financial advice.