Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and the capex canary sings louder than ever… Eric Fry’s latest on where to invest in AI today More
Articles
Don’t Let a Divided Federal Reserve Distract You From the Next Wave of AI
“I won’t see you next time.” That’s how Jerome Powell concluded the press conference after his final Federal Open Market Committee meeting as Federal Reserve Chair on Wednesday. It sounded like a clean goodbye. But like a lot of things around the Fed these days, the reality is a little more complicated. More
Don’t Buy the Railroads. Buy the Campbell’s.
In this issue, we’ll show you exactly how a market shift is already beginning to play out — including one under-the-radar AI “applier” we’re giving you free today… More
OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device — signaling the shift beyond smartphones and reshaping tech's next winners. More
The “Powell Era” Ends with a Divided Fed
Powell's final act… more of the “wait and see” approach… the Warsh Fed takes shape … why the balance sheet matters more than the interest rate More
The Software Crash That’s Creating the Next 1,000% Winners
Mythos isn’t just a better chatbot; it's a signal that AI has crossed an important threshold, moving from a tool that responds to instructions… to one that can act, adapt, and solve problems on its own. And that changes everything for your portfolio... More
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound. More
