Archive

Disney's Streaming Bet Comes Due

A beloved entertainment empire is facing its biggest decision in years...

• DIS

The $3 Million Toaster Problem

Power delivery is quickly becoming critical to the AI buildout...

• MPWR
• NVDA

Here Comes the Fourth Telecom Competitor

The government wanted the telecom industry to be more competitive, and it may have gotten its wish...

• CHTR
• ECHO
• SPCX
• T
• TMUS
• VZ

How We'll Profit From America's New AI Manhattan Project

The government is mobilizing to solve this AI chokepoint – and these tiny companies stand to profit...

The Next Battleground for Weight-Loss Drugs

This pharmaceutical giant still has room to grow in the GLP-1 market...

• LLY
• MRK
• NVO

High Time for New Machines

These investments lay the groundwork for stronger earnings over time...

The Most Investible Story of the AI Era

The DOE is projecting a 100x blackout spike by 2030 – and the companies being drafted may be the most important investment story of the AI era...

• OKLO

This Wireless Giant's AI Door Is Finally Open

This chipmaker missed the first wave of the AI trade...

• META
• QCOM

AI's $3,000 Power Problem

AI-driven electricity demand is creating a durable tailwind for natural gas infrastructure. And one company is better positioned than the market expects...

• EPD
• KKR

These Two Systems Just Flagged America's Next Megatrend

This discovery inspired a new collaboration with the Altimetry team...