Archive

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

Why You Shouldn't Fear IPO Mania

This year is an exciting one to be a tech investor... But it's also making some folks nervous...

• AAPL
• GOOGL
• META
• ORCL
• SPCX

The Chip King's Next Move

Nvidia is cashing in on the next great AI bottleneck…

• AMD
• INTC
• NVDA

Solar's Newest Customer Is Right On Time

Fear is creeping back into the solar market...

• TAN

The Fed Is Beginning a Delicate Exit

Reducing the Fed balance sheet is no quick, easy task...

One Winner as the Grid Threatens to Fracture

The increase in data centers has highlighted the need for power-grid modernization...

• ETN

Growth Mode Is Back

This is the spending signal we've been waiting for since 2023...

Big Tech Is Cashing In

Investors are always touchy about equity raises once a company is already public...

• GOOGL