Sep 3, 2026
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9 min read
Demand for drones and missiles keeps climbing. A quirk in the federal budget calendar may decide how much of it shows up in Q4 revenue.
Sep 2, 2026
11 min read
An AI cloud can post far more sales per megawatt than a data-center landlord. That does not mean it owns the better asset.
Sep 1, 2026
Two Wall Street firms came out with bearish notes. Normally I wouldn't care, this time I kind of do.
Aug 31, 2026
1 min read
Meet the co-host for our September 3 model portfolio webinar.
Crypto treasury stocks are testing their old flywheel again. Some newer preferred shares now pay double-digit income — but no coin directly backs them
Aug 28, 2026
NVIDIA, Nutanix, and Everpure are exposing three separate enterprise-AI decisions: who owns the compute, which model runs, and who controls the data.
