HeyJaredRed Eye Returns
I invest in U.S. tech stocks and write about it while the tape is red, not after it turns green.
- Indexed issues, last 90 days
- 31
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 3, 2026
Latest issues
China models go rogue too (opens the original)
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OPENAI DEVDAYOpenAI’s DevDay in San Francisco on Tuesday brought more than 20 launches. <img alt="" class="sizing-normal" height="694" src="https://substackcdn.com/image/fetch/$s_!0pPY!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:s
The war is only widening (opens the original)
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The War Abbas Araghchi says Iran held another round of indirect talks with the U.S. through Qatari mediators in New York, and that the Qataris are carrying new ideas to Washington on how Iran’s conditions for reopening Hormuz could be met. Per IRNA, he expects Washington’s final response via Doha on Tuesday and was leaving New York for Tehran. He said exchanges through Qatari and Pakistani channels have turned more serious since Tehran tabled its proposal.The American side has pre-announced most
What’s up with Nvidia? (opens the original)
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I’ll be honest, the AI news this month has scared me more than any chart has.What scared me is how fast the story went from “fun safety debate” to “the CEO of Anthropic is having dinner with the President to talk about slowing the whole industry down.”When the frontier labs start asking for the brakes, the company that sells the engine has a problem, and that company is Nvidia.Then Monday morning, Nvidia did something I didn’t really expect. What happened this weekOn Friday OpenAI disclosed that
Warning signs: CDS market (opens the original)
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Credit is flashing a warning, and half of Big Tech is pretending not to hear it.I’ll admit something. I’ve spent most of September watching the Nasdaq-100 print record after record, and I stopped myself from adding to my positions, while my portfolio went something like this:
Truce hopes are always just that (opens the original)
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Trump bins Tehran’s seven-day Hormuz roadmap, Brent claws back Friday’s drop, and the AI tape absorbs another sandbox escape as Amodei’s White House dinner ends without a readout.<img alt="" class="sizing-normal" height="577" src="https://s
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