Matthew McCall
May 19, 2026
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2 min read
Investors Abandoned Software Stocks... That May Be a Mistake
After plunging as much as 37% earlier this year, software stocks are quietly rebounding as investors begin looking beyond the crowded AI infrastructure trade.
A.I.
+1
May 13, 2026
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2 min read
The Next AI Boom May Not Happen on Earth
SpaceX and Google are already discussing it. Most investors have no idea it's coming.
space
+1
Apr 29, 2026
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3 min read
This Is the One Thing Holding Back the AI Explosion
The electrification boom is no longer about demand. It’s about who can deliver the power.
A.I.
+1
Apr 28, 2026
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2 min read
The AI Boom’s Hidden Backbone
Two stocks quietly powering everything from data centers to electrification
A.I.
+1
Apr 24, 2026
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2 min read
The $5 Trillion Shift You Can’t Ignore
AI was just the beginning... robotics is where it explodes
A.I.
+1
