Duk Lee - Blog & Notes

Writing

• Sep 26, 2026
  Why Martin Shkreli Is Shorting Kodiak Sciences ($KOD) Ahead of DAYBREAK: A Forensic Biotech Deep DiveMarket ↗
• Sep 26, 2026
  The Canary in the AI Coal Mine: Oracle's 230 bps CDS Spike, the OpenAI Debt Spiral, and the $125B 'Fallen Angel' CliffMarket ↗
• Sep 26, 2026
  The Canary in the AI Coal Mine: Oracle's 230 bps CDS Spike, the OpenAI Debt Spiral, and the $125B 'Fallen Angel' CliffAI ↗
• Sep 26, 2026
  The $300 Billion Depreciation Cliff: Dissecting Goldman Sachs' AI ROIC Sensitivity TableAI ↗
• Sep 26, 2026
  The Coffee Paradox: Why Quitting Cold Turkey Fixed Your Sleep (and Why the Health Headlines Are Half-Truths)Health ↗