On March 25, 2026, we sent thousands of investors an email titled “Is Intel The Must-Own Stock for 2026?” The argument was simple: agentic AI was about to shift the bottleneck from GPUs to…
Something rare happened on Intel (NASDAQ:INTC | INTC Price Prediction)’s earnings call. CEO Lip-Bu Tan effectively told investors that Elon Musk will teach Intel more about running a chip business than Intel will teach…
In 20 years of investing, I can’t recall an IPO generating this level of strategic noise across so many asset classes at once. SpaceX’s valuation has ramped from roughly $350 billion in May 2025…
Caden Booth did not show up to the Super Bowl to watch the game. He flew to San Francisco after spotting that Charlie Puth was in the city three days before kickoff, then waited…
Scott Galloway has made a pointed case against the SpaceX IPO. His core argument deserves a fair hearing before I explain why I think he lands wrong. Galloway’s Case, Fairly Stated SpaceX’s valuation has…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang’s recent appearance on the Dwarkesh Podcast was one of the most direct and consequential things he’s said publicly in years. His argument, stripped to its…
I’ve been holding Nvidia’s stock for years now, and even though I’ve watched about major interview CEO Jensen Huang has done, his recent framing of their business was so incredible that I wanted to…
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the AI buildout…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) shareholders are about to start asking a pointed question: why did they have to find out from outside reporting that SpaceX was purchasing Cybertrucks in bulk, as Bloomberg…
CoreWeave (NASDAQ:CRWV) just secured a $21 billion commitment from Meta, expanding what was already a landmark relationship and cementing CoreWeave as the preferred AI cloud infrastructure partner for the world’s largest social platform. We’ve…
Jim Cramer made a pointed call this week: in the context of Meta Platforms (NASDAQ:META | META Price Prediction) partnering with Broadcom (NASDAQ:AVGO) to produce tens of millions of custom AI chips, Cramer said…
How many Lucid cars do you see on the road in a week? I own EVs myself, but I can count my Lucid sightings on one hand with fingers to spare. I see more…
Eggs are cheaper. Butter is cheaper. Cheese has come down. And yet something feels off every time you push a cart through the produce aisle. That instinct is correct, and economists are now explaining…
I bought Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) at $15 in April 2012. I’ve been watching this company through every panic, every antitrust headline, and every “Google is finished” moment for over a decade…
I’ve been following Peter Diamandis’s commentary on AI infrastructure for the better part of two years now, and his recent observation on the “Moonshots with Peter Diamandis” podcast (EP 246) is stunningly accurate. His…
If you haven’t been reading every report on the helium supply chain for the past year, welcome to the club! Most investors know ExxonMobil as an oil giant. Few know it sits at the…
The head of Tesla China recently said Tesla (NASDAQ:TSLA | TSLA Price Prediction)’s Shanghai Gigafactory will play a central role in scaling robot mass production, and I think that statement deserves more attention than…
If passive fund mechanics are your jam, and mega-cap concentration risk is the bread you eat it on, what Steve Sosnik laid out recently on The Compound and Friends is one of the more…
The origin story of Google buying DeepMind is worth understanding if you own Alphabet Inc. (NASDAQ:GOOGL | GOOGL Price Prediction) or if you are following AI whatsoever. (All of us?) The Funding Crisis That…
Jim Cramer made an argument on a recent Mad Money segment that deserves more attention: the market has been punishing cybersecurity stocks by lumping them in with traditional software, and that categorization is wrong.…
