Nov 11, 2026
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7 min read
Older AI chips are renting for more than they did new. The question is how much of that reaches shareholders.
Nov 10, 2026
9 min read
Chip stocks just hit their cheapest level versus the market in 23 years of data. Whether that’s a bargain or a trap depends on two numbers, and only one is on your screen.
Nov 9, 2026
10 min read
Wall Street read that as a contradiction. It isn't. It's the most useful clue the AI selloff has given us.
Nov 7, 2026
2 min read
I’m focusing on what they need next
Nov 6, 2026
Our new AI bottleneck ETF is now trading
Wall Street dumped AI stocks over a Texas governor. The bigger lesson is about when to buy protection, what it really costs, and how much AI belongs on your plate.
