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How Serious Is Alphabet’s Threat to Nvidia?

Google builds its own AI chips, runs its own cloud, and controls its own models, yet still hands billions to NVIDIA every quarter. That uneasy relationship is starting to shift in ways that may…

Alex Sirois · 2 weeks ago

SpaceX Just Upped The Ante On Rocket Lab

Starship reaching orbit scrambles the economics for every rocket startup, and Rocket Lab and Redwire are betting on opposite strategies to survive the fallout. Only one of those bets looks smart right now.

Alex Sirois · 2 weeks ago

What $10k In Alphabet Today Becomes By 2030

Alphabet is pouring hundreds of billions into AI infrastructure while free cash flow turns negative and buybacks disappear, yet analysts still see 26% upside from here. Whether that bet pays off by 2030 depends…

Alex Sirois · 2 weeks ago