Incoming IPOs
Something massive is approaching, and it is going to affect your portfolio whether you buy a single share or not.
Something massive is approaching, and it is going to affect your portfolio whether you buy a single share or not.
ONE modern AI data center can chew through as much electricity as 100,000 homes.
"AI has not just increased demand for memory, it has fundamentally recast memory as a defining strategic asset in the AI era."
When you start to see a chain of "incidents," it's only natural to look for a pattern.
I compared this economy to a game of Jenga. The tower keeps stacking higher, but we aren’t on sturdy foundation
The Iran war has changed the energy picture. Here is the trade I'm running and the reasoning behind every leg of it.
Royal Caribbean is a leveraged consumer-cyclical staring down fuel inflation, a K-shaped consumer, and Caribbean geopolitical risk. I'm short the Dec '26 $370 calls.
"I do not believe the technical pressures brought on by the private credit / software debt issues are big enough to affect these stocks for much longer."
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