Archive

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...

Kevin Warsh's First Test

We can use one of our proprietary tools to examine the recent Federal Reserve meeting...

Something Big Is Brewing in AI and Energy

The same system that flagged a 461% winner is flashing again...

• COIN
• HOOD
• OKLO

A WWII Lesson on Power Dependence

The AI revolution requires more energy than we're capable of producing...

Buying the 'Hot Dog' Strategy

This strategy can be wildly lucrative when used well...

• AMZN
• COST
• SONY
• SPCX

The Black Pint Is Booming

Even with alcohol consumption on the decline, one beer brand is thriving...

• DEO