Solidigm’s $150 Billion IPO Is a Confession
The smartest thing SK Hynix did this week had nothing to do with chips. Solidigm held pitch meetings with investment…
Elon Musk’s Frightening Warning Forces Trump’s Hand
A note from our friends at Hartford Gold(ad) Urgent Alert Elon Musk Says AI Can Save America From Bankruptcy But…
Tanker Rates Are at a Record. Trump Rejected the Deal
With the ClarkSea Index at an all-time high and Hormuz still closed, the risk for FRO, DHT, and INSW sits on the diplomatic calendar.
Amazon’s touch-enabled robot points to AI’s next phase
September 26, 2026 Bonus Content: The Off-Price Land Grab Has a New Timetable A note from our friends at The…
Five Giants With Enough Cash to Buy Rivals Outright
Berkshire’s $365.5B war chest and Meta’s $81B reserve
UBS Is Threatening to Leave Switzerland
September 26, 2026 The merger-with-a-foreign-bank talk that moved markets this week is most likely leverage, not a plan. When UBS…
What You’re About to See Shouldn’t Exist (see photo)
September 26, 2026 Bonus Content: Nscale Asks Investors to Trust Two Customers at $35 Billion A note from our friends…
How the Rich Retire
September 26, 2026 Bonus Content: Japan’s Bond Yield Is at a 30-Year High. The Real Problem Is Who Stopped Buying.…
Qualcomm’s Apple Deal Protects Royalties, Not Modem Revenue
Two days of market debate over a patent renewal, not chipset sales.
Everyone Sold P&G to Buy Nvidia
September 25, 2026 Everyone Sold P&G to Buy Nvidia and Now BofA Is Flagging the Reversal Consumer staples hit a…