The Day Wall Street Lost Control of the AI Boom
While the media’s still obsessed with Nvidia earnings and celebrity shorts, the U.S. government has been quietly taking equity stakes in strategic tech firms and their stocks are crushing the S&P 500. Here's how you can profit.
$ZS down significantly today despite a clean beat-and-raise.
The street is worried about guidance. I’m looking at the AI acceleration, which is abso...
Average retail electricity price +7.4% in September to record 18.07 cents per kilowatt-hour, biggest gain since December 2023.
Power costs are expecte...
Going back to that MIT AI labor displacement study…
We’re at 4% unemployment now. Add in 12% unemployment from AI and you’re looking at 16%.
Tha...