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Jul 8, 2026
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2 min read
The second layer of the AI revolution isn’t about chips or data centers. It’s about digital workers that could transform nearly every profession.
A.I.
Jul 7, 2026
3 min read
The biggest winners of the AI revolution may not be software companies...
+1
Jul 6, 2026
Most investors think they’re investing in artificial intelligence. In reality, they’re only scratching the surface.
Jul 3, 2026
A heat wave didn't cause this. It just exposed what was already true.
infrastructure
Jul 2, 2026
Aluminum just had its worst monthly drop since 2008. That's not a reason to panic. It's a reason to pay attention.
Metals
Jul 1, 2026
It's in your missiles, your microchips, and your drill bits. China controls 80% of it. And the price just went vertical.
Jun 30, 2026
The automation wave is accelerating. The real question is what these machines are made of.
Robotics
Jun 29, 2026
Everyone's buying drone stocks. Nobody's talking about what drones are made of.
Defense
Jun 26, 2026
It’s sitting on the sidelines waiting for a crash that may never come.
U.S. Markets
Jun 25, 2026
The trillion-dollar tech company just reported the most consequential earnings in the memory industry's history.
Tech
Jun 24, 2026
While everyone is focused on AI and space stocks, one of the market’s biggest sleeping giants may have just awakened.
Biotech
Jun 23, 2026
Investing in the next great megatrend isn’t about being right on every stock. It’s about owning the few winners that can change your portfolio.
Jun 22, 2026
An AI image company just made a major move into healthcare—and it could be the start of a massive new investment trend.
Health Care
Jun 19, 2026
1 min read
If you missed yesterday's event, here's your chance to catch the replay — and lock in access before pricing changes tonight.
Marketing
Most investors will spend today relaxing. The best investors will spend it preparing for the next decade.
opportunity
Jun 18, 2026
I believe SpaceX will become a $10 trillion company. That’s exactly why I’m looking beyond SpaceX.
space
Jun 17, 2026
Facebook lost half its value in its first year. So did Uber. So did Snap. History says SpaceX and Quantinuum could too - and that's fine.
Jun 16, 2026
A friend of Elon's for 26 years just published an analogy that's been passed around every trading desk on Wall Street this weekend.
Jun 15, 2026
SpaceX just had the biggest IPO in history. Here's what I did about it five weeks before anyone knew the date.
Jun 12, 2026
SpaceX is making history today - but it may also be the opening act for a much bigger wave of public listings.
Jun 11, 2026
Investor demand is nearing four times the available shares, making SpaceX one of the most sought-after IPOs ever. But history suggests patience may be the smartest move.
Jun 10, 2026
The future of healthcare may not be treating disease. It may be preventing it before it ever starts.
Jun 9, 2026
4 min read
Preventative medicine and longevity could become one of the most important investment themes of the next decade.
Jun 8, 2026
Wall Street is beginning to chase a critical minerals opportunity that most investors still don’t understand.
Rare Earth Minerals
Jun 5, 2026
Quantinuum opened at $68, hit $71, and closed near $60. None of that changes the story.
Quantum Computing