Nvidia Is Now a Power Broker
August 21, 2026 Nvidia Is Now a Power Broker Three power-infrastructure bets in one month suggest a supply-chain strategy that…
Category: Newsletters
500 Times Bigger Than ChatGPT
August 20, 2026 The July Flush Was a Fund, Not a Fact Featured: The July Flush Was a Fund, Not a…
The Feedback Loop Bonds Cannot Escape
August 19, 2026 The Feedback Loop Bonds Cannot Escape BofA’s Hartnett says the debt-service spiral is the real threat, not…
PATH Is Up From Its Lows. September 3 Is the Only Number Left.
The Stock Nobody Was Watching Just Moved Sixteen dollars and change. That is where UiPath (NYSE: PATH) has been trading…
Dead Airlines Are the New Training Sets
August 18, 2026 Dead Airlines Are the New Training Sets Google’s $10 million Spirit buy is a preview of how…
BABA Reports Thursday. The Qwen Monetization Flip Is the Test.
Alibaba is expected to report its June-quarter results (Q1 FY27) before the U.S. open on Thursday, August 20, though the…
Anthropic’s $65B Signal
August 17, 2026 Anthropic’s $65B Signal You cannot buy Anthropic yet. You can own the capacity trade. Sponsored The Tech…
The Bank Trade Is Back. The Risk Never Left
August 16, 2026 The Bank Trade Is Back. The Risk Never Left Margins are finding a floor, regulators are rewriting…
This $29.97 Book Is Yours Free Today
August 16, 2026 The Hormuz Deal Is Not a Reopening Featured: The Hormuz Deal Is Not a Reopening Sponsored My accountant…
The Lockup Period Is the Real Trap
August 15, 2026 DDOG Beat Everything. One Customer Broke It. Featured: DDOG Beat Everything. One Customer Broke It. Sponsored Dear Reader,…