The AI Capex Bear Case Just Lost Its Best Argument
The AI economy needs less than two days to add $1 billion in revenue. A year ago, it needed 180. Bears, take note.
Kalshi’s Harrison Shows Where the Next AI Trade Is Heading
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.
The Space Stocks That Got Cheaper for No Good Reason
SpaceX stock fell back to $150 after its IPO surge. The proxy selloff created a dislocation – and one ‘A’-rated space stock just got cheaper.
The Hidden Risk Building Inside the Most Popular AI Stocks Right Now
Micron's stellar earnings confirm the AI memory supercycle. They also confirm the crowd has arrived; and smart money is tracking what's next.
The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That's a permanent floor under sovereign AI infrastructure spending.
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More PodcastsMicron’s Run Looks Unstoppable. Here’s the One Number We’re Watching.
Luke Lango breaks down the AI memory boom with Matt Weinschenk, including why this cycle differs from past ones, and the single signal that will tell him when it's time to get out.
