Eight days ago, I told you that Mark Zuckerberg’s smartest move was sitting in plain sight: rent out Meta’s excess AI compute the way SpaceX is renting its to Anthropic. My May…
Jeremy Phillips You can say anything you want about Palantir (NASDAQ:PLTR | PLTR Price Prediction), but one thing no one disagrees with is the fact that it is well-run. Management has kept the ship tight…
During Meta’s (NASDAQ:META | META Price Prediction) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity…
During Nvidia’s (NASDAQ:NVDA | NVDA Price Prediction) earnings call a quarter ago, the management revealed something that even Meta (NASDAQ:META) did not. Nvidia’s CFO said, “For example, at Meta, advancements in their GEM model…
The biggest IPO conversation right now centers on SpaceX’s reported June 12 listing. Gavin Baker, founder and Chief Investment Officer of Atreides Management, thinks investors are watching the wrong name. On a…
It is becoming easier to get into the $1 trillion market-cap club. SK Hynix and Micron Technology now belong because of the demand for memory chips. SK Hynix’s 12-month stock price jump…
The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO…
The pitch for ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) is simple. You cannot buy SpaceX shares on your brokerage app, but XOVR can, and the fund packages that exposure inside a normal ticker…
On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, co-hosts Rashad Bilal and Troy Millings laid out a two-part thesis…
Live Updates MU $1T Club11:46am ETA surge in chip and memory stocks has lifted Micron (Nasdaq; MU) to a fresh all-time high, catapulting the company into the $1 trillion market-cap club. Micron…
Digital twins could soon go from science fiction to reality as the agentic wave takes off, colliding with deep personalization. Indeed, as AI gains greater access to our digital lives, as we…
Joey Frenette It’s pretty hard to know what to believe when it comes to this ongoing AI revolution. The AI bubble calls have been growing louder for well over a year now. And while…
The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped…
Meta Platforms (NASDAQ:META | META Price Prediction | META Price Prediction) delivered a strong earnings beat, yet shares drift lower. Q1 2026 revenue jumped 33.08% to $56.311 billion, EPS came in at…
Vandita Jadeja Mark Zuckerberg said what every mega-cap CEO is probably thinking but few will say on tape. In leaked audio from an April 30, 2026 Meta all-hands, the CEO told employees: “The AI…
Joel South 
