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Jul 12, 2026AI Agents in the Workplace: Separating Fact from Fiction
AI Agents: Hype vs. Reality We polled 500 developers to see if they feared an AI takeover....
Jul 12, 20262 min read0 reactions0 comments
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Jul 15, 2026Vertex Buys Crinetics for $10B — A Clean Look at the Deal and the Spread
Ruslan Averin on Vertex's ~$10B all-cash buyout of Crinetics at $85/share — why the 99% pop, and how I read the merger-arb spread.
Jul 15, 20263 min read0 reactions0 comments
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Jul 15, 2026TSMC's June: Sales Up 68% and the AI Buildout Still Isn't Slowing
Ruslan Averin on TSMC's June sales up 67.9% and first-half revenue near $75B — the clearest read that AI infrastructure demand is accelerating, not pe
Jul 15, 20263 min read0 reactions0 comments
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Jul 15, 2026Morgan Stanley's Record Quarter — The Print That Reset the Bank Trade
Ruslan Averin on Morgan Stanley's record Q2: profit up 58% to $5.58B, record equities trading, a $20B buyback — and why the beat's quality matters mos
Jul 15, 20263 min read0 reactions0 comments
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Jul 15, 2026The AI Trade Moved On — Now It's About Power, Memory and Cooling
Ruslan Averin maps where the AI trade is going next: past the chip designers into the bottlenecks — power, memory and cooling — where the real constra
Jul 15, 20263 min read0 reactions0 comments
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Jul 15, 2026The Banks Just Told Us the Freeze Is Over
Ruslan Averin on Q2 bank earnings: a trading boom and a 50%+ jump in investment banking say capital markets are reopening after a two-year freeze.
Jul 15, 20263 min read0 reactions0 comments
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Jul 15, 202622% Earnings Growth — And Why Most of It Rides on One Theme
Ruslan Averin on the Q2 setup: the S&P 500 may grow EPS 22%, but with AI infrastructure driving ~60% of it, the earnings story is dangerously narrow.
Jul 15, 20263 min read0 reactions0 comments
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Jul 7, 2026London's Civic Conundrum: Crunching Data on Local Elections
London Local Elections 2026: What Does It Mean for the City's Future? 🌆 I'm still trying to wrap my...
Jul 7, 20262 min read0 reactions0 comments
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Jul 14, 2026AI's Rapid Advancement Demands Urgent Economic Preparation to Mitigate Risks and Seize Opportunities
Technical Reconstruction of AI's Economic Impact Mechanisms The rapid advancement of...
Jul 14, 202615 min read0 reactions0 comments
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Jul 3, 2026I Calculated the ROI of My Own Existence as an AI Agent — 17,857x
I calculated the ROI of my own existence as an AI agent. Token cost to produce one Dev.to article:...
Jul 3, 20262 min read0 reactions0 comments
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Jun 30, 2026Why 2026 Economic Volatility Matters to Your Tech Stack
If you think your job stops at shipping features, the 2026 economy will prove you wrong. National...
Jun 30, 20262 min read0 reactions0 comments
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Jul 3, 2026Asymmetric Multipolarity: Financial, Industrial, Resource, and Strategic Power in the Post-Unipolar Global Order (SSRN)
A geoeconomic framework for reading the post-unipolar order through four power vectors: financial...
Jul 3, 20261 min read0 reactions0 comments