Archive

Finding Stability With Poll the Parrot

Even a notoriously fiery politician like Andrew Jackson had a soft spot...

• CHWY
• IDXX

Don't Fall for the 'NATO Defense Rush' Trap

Not only is this a lot to ask... It's also far above what's typical for defense contractors...

• LMT
• RHM.DE

A New Mandate and a National Nuclear Priority

Wall Street is treating this business like nothing more than a science project...

• OKLO

Bubbles Might Be Good for You

In nearly every case, bubbles fund incredible progress...

• NVDA

Your Only Real Edge Against Wall Street

Even investing legends don't trust themselves to wing it...

How to Save a Struggling Airline

A key partnership could help JetBlue Airways regain leverage...

• JBLU
• UAL

The Semiconductor Boom Hiding in Plain Sight

An underappreciated shift is creating major tailwinds for the companies building AI from the ground up...

• AMZN
• GOOGL
• INTC
• LRCX
• MSFT
• TSM

The M&A Freeze Will Be Short-Lived

As the tariff picture becomes clearer, company dealmaking could rebound fast...

• GPN
• SKX

Corporations Control the Market's Destiny

It's important to look past the surface-level price action...

• AAPL
• AMZN
• META
• MSFT
• NVDA

AI's Biggest Bottleneck Isn't What You Think

Power – not hardware – is the true choke point for AI...