Orbital Compute and Space AI Stocks: The 2026 Breakout Setup
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
The Next Tech Boom Is Already Underway, and Here’s What’s Driving It
In today’s piece, I’ve invited Marc to share a powerful real-world example of how modern technology is quietly transforming lives … and why the massive data boom behind AI and automation is doing far more than fueling stock charts. It’s…
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on the long-term opportunity instead of the short-term noise.
Barneys New York and the Danger of Ignoring a Market Paradigm Shift
Barneys’ collapse shows how ignoring paradigm shifts destroys value. Investors face a similar market transition today.
AI Job Loss Is Accelerating – and Washington Won’t Stop It
Millions of jobs are at risk of displacement. Understand Engels' Pause and why joining the capital class is your only defense.
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More PodcastsAI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows.
