AI Investors Should Get Ready for a BIG Surprise
September 21, 2026 Bonus Content: The Merz Trade Is Cracking. Bunds Have Not Noticed Yet. A note from our friends…
September 21, 2026 Bonus Content: The Merz Trade Is Cracking. Bunds Have Not Noticed Yet. A note from our friends…
September 21, 2026 Bonus Content: Big Pharma’s Pipeline Is Now Made in China. Does Wall Street Know? A note from…
Equity managers bought Germany on defence spending and reform. Sunday’s state results put the man behind both promises in doubt.
Huang’s unit-volume call is the most testable claim in the AI pacing debate. Three physical constraints will decide whether it holds.
September 20, 2026 Bonus Content: Nscale’s $103 Billion in Contracts Has a $1 Billion Problem A note from our friends…
Jensen Huang did not hedge. Speaking to reporters on the sidelines of an AI summit convened by King Charles III…
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms now believe.
A note from our friends at Skybound_DM(ad) Marvel was valued at $54 billion. Star Wars at $181 billion. And Pokemon…
Permian production topped 1.8 million boe/d in Q2 2026 and Pioneer synergies are about $4B a year, double the original estimate. With Brent near $90, the setup looks supportive.
September 19, 2026 Up 120% in 2026, crude carriers are priced for a closed Hormuz. The bet is whether that…