Nvidia’s Not Done Yet
It was an amazing quarter from a company that has been defined by amazing quarters.
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Scientists Have Dreamed About This for Decades
This could mark an important turning point in the fight against cancer…
Quantitative Easing Is Back (Sorta)
Bessent appears to be picking up the quantitative easing baton from the Fed. And so far, it doesn’t seem...
The AI Bottleneck Isn’t Silicon
The winners of the next phase of the AI infrastructure buildout have already been determined...
Musk Needs These ‘AI Metals’
Elon Musk’s grand plans all pivot on a strange new suite of metals
Elon Musk: This Is AI’s Limiting Factor
Elon Musk said something incredible that every investor should be aware of... and almost nobody noticed.
The Jobs Report Surprise Has Big Implications
For traders, this is not the time to force anything.
We’ve Seen This Script Before
What’s looked like random volatility in recent weeks is actually following a script written over decades of history.
The AI Spending Can (And Will) Continue
When the cost of using a resource falls, consumption often rises by more than the efficiency savings.
