Topic

Markets

Prices, expectations and the record of what actually happened.

12 notes

A data centre beside a substation at dusk, steam rising from its cooling plant under power lines; the title reads: Prompt injection. Data poisoning. Model poisoning.

Course research

9 min film

Investing in the AI Era · Episode 9

AI Creates a New Attack Surface: Cybersecurity, Privacy and Trust

The AI attack surface arrived — just not where anyone was pointing.

Cybersecurity Artificial Intelligence Filings & Disclosure

85 evidence · 102 refused · 85 sources20 Sep 2026

A data-centre construction site at dusk under transmission pylons and cranes, workers in high-visibility jackets on the wet ground; the title reads: Seven people voted no. It is being built.

Course research

9 min film

Investing in the AI Era · Episode 6

AI Eats Electricity — and Then the Grid Fights Back

"Electricity" is not one constraint.

AI Infrastructure Artificial Intelligence Markets

53 evidence · 13 refused · 47 sources20 Sep 2026

An electronics assembly line where technicians solder circuit boards at long benches, a bull in a jacket watching over them; the title reads: The least interesting part of the machine.

Course research

10 min film

Investing in the AI Era · Episode 5

The Boring Component That Became the Bottleneck

A bottleneck is not a property of a component.

Semiconductors AI Infrastructure Artificial Intelligence

57 evidence · 12 refused · 53 sources20 Sep 2026

A humanoid robot standing on a car production line in a lit factory hall, a person walking away down the aisle; the title reads: Ten months on a real production line. It was one robot.

Course research

8 min film

Investing in the AI Era · Episode 7

When AI Leaves the Screen: Robots, Autonomy and the Physical Economy

In the physical world you cannot buy the intelligence on its own.

Artificial Intelligence Productivity Corporate Margins

38 evidence · 16 refused · 37 sources20 Sep 2026

A sunlit café where a bull and a bear in suits sit at a table with notebooks; the title reads: Compared with what? And as of when?

Course research

11 min film

Investing in the AI Era · Episode 14

The Market Becomes Your Curriculum

The thesis of the theses: under every film sat the same two questions, asked until they no longer needed the subject — compared with what, and as of when?

Artificial Intelligence Markets Investing

58 evidence · 18 refused · 50 sources15 Sep 2026

A data-centre corridor between rows of lit server racks with one person walking away down the aisle; the title reads: One losing trading day in 1,238. It said it did not engage in predictive trading.

Course research

10 min film

Investing in the AI Era · Episode 13

Can AI Become a Better Investor Than You?

Markets pay everyone for carrying risk.

Artificial Intelligence Markets Behavioral Finance

33 evidence · 20 refused · 20 sources13 Sep 2026

A press-briefing room seen from the back rows, a bull in a suit among the reporters; the title reads: A tariff of one hundred percent. In law: never.

Course research

11 min film

Investing in the AI Era · Episode 11

China, Export Controls and the Policy Layer

An announcement is not a rule.

Semiconductors Artificial Intelligence Monetary & Fiscal

29 evidence · 13 refused · 26 sources13 Sep 2026

A crowded conference reception at dusk, a bear in a suit mid-conversation among the guests; the title reads: Everyone knows. Nobody knows when.

Course research

14 min film

Investing in the AI Era · Episode 12

The AI Bubble Everyone Knows Is Coming

A bubble is not a feeling everyone shares.

Artificial Intelligence AI Infrastructure Valuation & Expectations

49 evidence · 79 refused · 47 sources13 Sep 2026

An electrical substation at dusk under transmission pylons, with construction cranes behind it; the title reads: Six companies that sell six different things. One Monday.

Course research

10 min film

Investing in the AI Era · Episode 10

Why Did Six Different Stocks Move at the Same Time?

They were never six different stocks.

Markets Artificial Intelligence AI Infrastructure

41 evidence · 16 refused · 29 sources13 Sep 2026

A trading floor at the end of the day, a bear and a bull among the analysts; the title reads: The best quarter it had ever reported. That tells you almost nothing.

Course research

9 min film

Investing in the AI Era · Episode 3

NVIDIA Beats Earnings. Why Could the Stock Still Fall?

A company reports the past.

Valuation & Expectations Markets Semiconductors

27 evidence · 14 refused · 24 sources31 Aug 2026

A crowded trading floor; the title reads: The trade that made money. And taught the wrong lesson.

Course research

9 min film

Investing in the AI Era · Episode 2

The AI Trade That Made Money — and Taught the Wrong Lesson

A profitable trade is not evidence that the reasoning was good, and a loss is not evidence that it was bad.

Behavioral Finance Artificial Intelligence Markets

22 evidence · 13 refused · 20 sources31 Aug 2026

A sunlit city street with a delivery robot and a driverless shuttle; the title reads: Let's say you are right about all of it.

Course research

8 min film

Investing in the AI Era · Episode 1

Everyone Knows AI Is the Future. So What Do You Actually Invest In?

You can be completely right about AI and completely wrong about the investment.

Artificial Intelligence Valuation & Expectations Semiconductors

66 evidence · 15 refused · 64 sources30 Aug 2026

DowJo trains the judgment this research describes

Academy

A canonical finance school, taught concept by concept, belt by belt.

Open Mentor

Jo investigates before answering, and cites what it finds.

Open Practice

Daily judgment reps on real markets — measured on your process, never on luck.

Open Community

Rooms where members compare reads under education-first ground rules.

Open