The Ultimate Passive Income Investment
October 9, 2026 Bonus Content: Broadcom Is Now Its Own Customer’s Banker. AVGO Fell 4% on That News. A note…
Nvidia and Firmus Couldn’t Sell a $30 Billion AI Dream
Firmus pulled its A$7.1bn IPO, and Maas Group fell 22%, showing how sharply investor appetite for AI infrastructure listings has narrowed.
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A note from our friends at Profits Run(ad) Quick one. You can grab my Smart Trade Options Checklist free today…
Saudi Aramco Is Giving Its Oil Away to Pay for the Ships
The question circulating among energy portfolio managers this week is not whether oil is expensive. It is whether the right…
The $260 Billion Data Center Cancellation Nobody Priced In
Local opposition has killed $130B in Q3 alone, exposing suppliers
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October 8, 2026 Bonus Content: Blue Owl Investors Want 39% of an AI Loan Fund Back. The Fund Won’t Give…
Software Stocks Hit 2026 Highs While the Rest of the Market Sells Off
The rotation out of chips and into enterprise software is accelerating — here is how to trade it while yields weigh on everything else.
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October 7, 2026 Bonus Content: Delivery Vans Are Becoming Power Plants. Wall Street Hasn’t Priced It. A note from our…
Google Just Told Wall Street What Nuclear Is Worth
The debate institutional investors have been running all year, whether merchant nuclear names belong in the AI infrastructure bucket or…
HCA’s AI Scheduler Is Saving Money and Angering Nurses
The Palantir-powered Timpani rollout spotlights a key question: whose judgment the algorithm actually replaces.