Archive

Make the U.S. Blind-Spot Bet

This is a growing blind spot in national security... one we're only beginning to address...

The Grid's New Pressure Valve

By funding grid investment, data centers can skip the line to get power...

• FLNC

Nvidia Fires Back (and We Agree)

There will be plenty of ups and downs as this tech build-out continues...

• AMZN
• GOOGL
• META
• MSFT
• NVDA
• ORCL
• PLTR

Investors Got Ahead of the Fed

A December rate cut, which seemed like a done deal, has become a point of debate...

Don't Ignore the 'All of the Above' AI Trade

It's no secret that AI is putting pressure on our power grid...

• ETR
• META

AI's 'Old' Chips Have Plenty of Life

While Big Tech rushes to add brand-new chips to projects... it's not throwing out all the old ones...

• AAPL
• CRWV
• GOOGL
• NVDA
• PLTR

Digging Into Burry's Next 'Big Short'

Aside from accountants, most folks typically wouldn't care about these numbers...

• AMZN
• GOOGL
• META
• MSFT
• NVDA
• ORCL
• PLTR

PE Is Finally Letting Go

We've said it before, but it bears repeating... This doesn't happen in a weak economy...

• BX
• CG

The Quiet AI Play That's Beating Big Tech

This isn't the trend of an e-commerce giant that's making moves in AI...

• AMZN
• EBAY
• MSFT

Even the Best Airlines Don't Look Great

It's getting harder for even the best airlines to stay in the black...

• DAL
• LUV
• SNCY
• UAL
• ULCC