Monday, July 13
Monday, July 13, 2026
Everything we published on this day.
3 picks
ai Defending the Enterprise Castle from the Model Layer
Microsoft urges enterprises to keep AI memory, evaluations and orchestration inside their tenant boundary, making frontier models…
MBI Deep Dives
energy Oak Bloke Bonkers Conkers 12th July
UK FTSE small caps have outperformed AIM, with banks, lenders and chemicals driving returns as oil trades near $70 a barrel.
The Oak Bloke
data centers Bristlemoon June 2026 Quarterly Letter
Bristlemoon Global Fund gained 1.9% in Q2 2026 and argues ASML’s EUV shipments will beat 2027–28 consensus amid a wafer-fab-equipment capex…
Bristlemoon Capital