Arya’s Substack

My personal Substack

Launched 2 years ago

The Low-Turnout Machine Comes for New York

I am watching New York House District Results right now, especially the Democratic ones because in NEW YORK the residents are actively selecting…
14 hrs ago • Arya

Semiconductors - Rough Ride Ahead

First half of 2026 is ending - crazy, time flew as it always does.
Jun 22 • Arya

The First Check Behind George Soros' Quantum Fund

In the early 1960s, Alberto Foglia was asked to sell a large block of Olivetti shares, the kind of assignment that could expose weakness in a broker’s…
Jun 15 • Arya

The Reflexive Moment: the Age of AI

Peter Thiel wrote The Straussian Moment after September 11, when the confidence of the post-Cold War West was still intact enough to be shocked by its…
Jun 14 • Arya

Shorting SpaceX (SPCX) IPO

Space Exploration Technologies Corp
Jun 12 • Arya

June 2026 - Market Thoughts

I have reduced my writing cadence lately.
Jun 6 • Arya

The August 2024 Ghost Is Back in the Tape

Price action reminds me of August 2024 - well right before August 2024 where had a 20% correction from Mid-July to early September.
May 26 • Arya

What If Everything Goes Right?

The Beautiful Deflationary Boom
May 21 • Arya