Archive

Dive into a collection of past posts and rediscover timeless content.

Lockheed Martin Secures the Ultimate Defense Moat

Jul 10, 2026

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3 min read

Lockheed Martin Secures the Ultimate Defense Moat

Record backlog, fresh Pentagon wins, and a strategic acquisition are reinforcing Lockheed’s long-term defense moat. But with margins under pressure, all eyes are on whether the next earnings report confirms a recovery.

Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There

Jul 9, 2026

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3 min read

Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There

Amazon and Alphabet already hold sizable stakes in Anthropic, giving investors a backdoor into the fast-growing AI startup before its public debut. Here’s how each tech giant could benefit from Anthropic’s IPO—and the cloud demand it could unleash.

Silicon Starvation: Amazon Feasts on Legacy GPUs

Jul 8, 2026

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3 min read

Silicon Starvation: Amazon Feasts on Legacy GPUs

Amazon is quietly forcing the AI stack off legacy GPUs and into its own custom silicon, boosting margins and reshaping the cloud hardware race. The real winners may be foundries like TSMC, which are printing the chips hyperscalers can’t make themselves.

Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains

Jul 7, 2026

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3 min read

Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains

He says the AI boom is a historic mania—and is rotating into energy, miners, and grains where he sees real value.

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

Jul 6, 2026

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3 min read

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

Despite a bruising first half, Microsoft’s accelerating AI growth, strong cloud results, and a more reasonable valuation could set up a rebound in H2 2026. For patient investors, MSFT may be the most compelling big tech trade right now.

These Stocks Could Win as Wall Street Looks Beyond AI Software

Jul 5, 2026

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3 min read

These Stocks Could Win as Wall Street Looks Beyond AI Software

As AI software trades get crowded, investors are turning to aerospace, space infrastructure, and power plays with real catalysts. Joby, Rocket Lab, AST SpaceMobile, and FuelCell Energy could benefit from the next market rotation.

Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst

Jul 4, 2026

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3 min read

Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst

Klarna’s nearly $2 billion Google antitrust win could provide a much-needed cash boost, but appeals, taxes and fee splits may trim the final payout. Still, the ruling offers a rare non-dilutive catalyst as the BNPL giant works to stabilize its post-IPO story.

Copper Stocks Are Getting a Bigger Spotlight as Gold’s Rally Cracks

Jul 3, 2026

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3 min read

Copper Stocks Are Getting a Bigger Spotlight as Gold’s Rally Cracks

Copper demand is being driven by AI infrastructure, defense, and electrification as gold loses momentum. Mid-tier producers like HudBay and Teck could be well-positioned to benefit.

3 Charts That Could Change the Course of Summer Trading

Jul 2, 2026

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3 min read

3 Charts That Could Change the Course of Summer Trading

Volatility is flashing mixed signals as the VIX, S&P 500, and oil charts point to either a breakout or a summer pullback. Here’s what traders should watch before the next big move.

Rocket Lab Defies Gravity With $8B Buyout

Jul 1, 2026

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3 min read

Rocket Lab Defies Gravity With $8B Buyout

Rocket Lab’s $8 billion Iridium deal could reshape the space sector by pairing launch capability with recurring telecom cash flow. The move boosts its vertical integration ambitions, but execution risk remains high as it juggles a major acquisition and the Neutron rocket program.

Archive

Dive into a collection of past posts and rediscover timeless content.

Lockheed Martin Secures the Ultimate Defense Moat

Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There

Silicon Starvation: Amazon Feasts on Legacy GPUs

Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

These Stocks Could Win as Wall Street Looks Beyond AI Software

Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst

Copper Stocks Are Getting a Bigger Spotlight as Gold’s Rally Cracks

3 Charts That Could Change the Course of Summer Trading

Rocket Lab Defies Gravity With $8B Buyout

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