Sep 2, 2026
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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
9 min read
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.
Aug 27, 2026
The framework behind four new model portfolios — not a fixed formula.
