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Praetorian Capital Skip to content Client Login Kuppy's Korner If you’d like to subscribe to Kuppy’s Korner, please enter your email Select category Comments On Events Commodities General Historical Perspective Investment Strategy Investments Travels Videos Search General , Investment Strategy , Investments June 7, 2026 Datacenters Are the New Shale Oil I’ve now written two pieces on the economics of AI datacenters (Piece 1, Piece 2). Nothing shakes me from my view that these are deeply negative ROIC investments. Yet, hyperscalers... Read More General , Investment Strategy , Investments June 4, 2026 On Semis I like to remind people that “when it comes to finance, most things are pretty obvious; it’s the timing that’s hard…” Through nearly three decades of investing, this concept has... Read More General , Investment Strategy , Investments May 31, 2026 An Overlooked AI Trade If you’ve spent any amount of time on Twitter, you’ve likely come across the hypothesis that AI will bring an extinction level cataclysm for white collar workers. Instead of having... Read More General , Investment Strategy , Investments May 11, 2026 Why I Avoid Tech Every time tech has one of its periodic moonshots, the same email shows up in my inbox from one of my investors. Some version of: “Kuppy, why don’t we own... Read More General , Investment Strategy , Investments December 3, 2025 Feudalism Should we be positioned for Feudalism?? Not as a joke, but as the only mental model that explains why the

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