Nvidia Is Now the Trump Administration’s AI Policy Desk
September 21, 2026 The policy risk that AI bulls haven’t priced is the one sitting inside the White House. The…
Apple’s iPhone 18 Pro Lead Times Jumped in Week Two
JPMorgan’s data eased launch-day worry, and iPhone Duo pre-orders open October 16.
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…
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SEPT 25th – Become 1 of 1,806,000 New “Musk Millionaires” [How To Guide]
September 21, 2026 Bonus Content: Big Pharma’s Pipeline Is Now Made in China. Does Wall Street Know? A note from…
The Merz Trade Is Cracking. Bunds Have Not Noticed Yet.
Equity managers bought Germany on defence spending and reform. Sunday’s state results put the man behind both promises in doubt.
Nvidia Says It Will Sell Twice the Chips. Now Prove It.
Huang’s unit-volume call is the most testable claim in the AI pacing debate. Three physical constraints will decide whether it holds.
Simple 1-hour trading strategy revealed
September 20, 2026 Bonus Content: Nscale’s $103 Billion in Contracts Has a $1 Billion Problem A note from our friends…
Nvidia Says It Will Sell Twice the Chips. Now Prove It.
Jensen Huang did not hedge. Speaking to reporters on the sidelines of an AI summit convened by King Charles III…
Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms now believe.
The Marvel Playbook Created 350B+ in Franchise Value
A note from our friends at Skybound_DM(ad) Marvel was valued at $54 billion. Star Wars at $181 billion. And Pokemon…