Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia earnings just dismantled the 'peak AI' thesis with accelerating revenue, record margins, and expanding AI capex.
Can Palantir (PLTR) Justify a Premium Price: 5 Key Questions Answered
Palantir (PLTR) stock trades at 200x earnings, fueled by AI momentum and surging commercial growth. Is its new AI platform the real deal, or just hype? Explore the bull vs. bear case.
From Headlines to Hard Money: What Moves Markets First
A CBOE veteran explains how prediction market signals move before stock prices – and how to use that gap to your advantage.
How to Build a Portfolio for the New AI Capital Cycle
AI infrastructure stocks are gaining as energy, chips, and minerals power the data center boom. Here's how to position now.
The ‘One Rule’ Economy: Inside the Political Machine Rewiring the AI War
If you spent the last election cycle obsessing over red maps, blue maps, and the latest outrage-of-the-day on social media, I have a sobering reality check for you: You were watching the puppet show while the stagehands were busy rebuilding…
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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.
