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I Spent Three Days On the Ground in Costa Rica
A 1977 law put 95% of the country's beachfront off-limits to private buyers. We just go...
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The Custom AI Chip Boom Runs Through One Company.
Six companies on earth are designing custom AI chips at hyperscale. Google. Meta. OpenA...
Are You Holding the Next Cisco?
AI requires enormous computing power. That means surging demand for semiconductors. But...
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The Pentagon Just Made A $99 million Bet on One Defense Supplier
There’s a building in Herndon, Virginia, where engineers monitor satellites that ...

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While the Market Lost Its Mind, We Got Paid
Hot PPI dropped, futures reversed, and the financial media ran their "is the rally over...
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The Strait Of Hormuz Just Reshaped the Fertilizer Market.
There’s a stretch of water between Iran and the Arabian Peninsula about 90 miles ...
Nobody’s Calling This An AI Stock
Copper just hit a new all-time high. The AI buildout runs through it, and Wall Street i...
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The Market’s About to Snap
I’ve never seen the Nasdaq this stretched. +5 ATR right now, and I don’t re...

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Newsflash! AI Still Sucks at Trading
We’ve heard the drumbeat growing louder and louder by the day… Every boss, ...
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The Space Stock Breaking Out Before Earnings
Two years ago, Intuitive Machines (LUNR) tipped its lunar lander over on the moon. The ...