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Emin K. Mokaya

Emin K. Mokaya

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Co-writer of The Transcript; curates cross-company takeaways from earnings call transcripts and macro themes.

Claude Surpasses ChatGPT, Raising Questions on Its Decline
Social•Apr 2, 2026

Claude Surpasses ChatGPT, Raising Questions on Its Decline

Claude is such a superb upgrade on ChatGPT. Not sure how ChatGPT just lost ground that much

By Emin K. Mokaya
Only 12 U.S. Firms Surpass $1 Trillion: Rarity Revealed
Social•Apr 1, 2026

Only 12 U.S. Firms Surpass $1 Trillion: Rarity Revealed

A trillion dollar valuation in private markets is actually crazy. Only around 12 companies listed in the U.S. are worth $1 trillion or more.

By Emin K. Mokaya
Trump’s Claim False as Iran Still Disrupts Oil
Social•Mar 19, 2026

Trump’s Claim False as Iran Still Disrupts Oil

"Although President Donald Trump says he has 'destroyed 100% of Iran’s Military Capability', the 0% that remains is playing havoc with the global economy by choking off 10-15% of its oil supply." https://t.co/h5NKTbG7R8

By Emin K. Mokaya
US Pulls Minesweepers, Leaving Europe as only Capable Sweeper
Social•Mar 17, 2026

US Pulls Minesweepers, Leaving Europe as only Capable Sweeper

The U.S. removed key minesweepers just b4 the attack on Iran, weakening its ability to counter naval mines: "You know who still has robust minesweeping capabilities? Our European allies. The same ones we’ve been insulting and threatening for the last fourteen months" ...

By Emin K. Mokaya