Oct 21, 2026
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9 min read
Elon Musk wants to disrupt another trillion-dollar industry. But the most interesting investment might be hiding in plain sight.
Oct 20, 2026
1 min read
7 min read
NVIDIA wants AI factories built faster. That could mean more sales for its suppliers—and less power over their prices.
Oct 19, 2026
2 min read
That's why humanoids matter more than any robot before them.
CoreWeave’s credit stress and Anthropic’s funding test point to the same problem: tomorrow’s revenue doesn’t pay today’s bills.
Oct 17, 2026
The five layers inside HOID.
Oct 16, 2026
HOID is live. Here's why I signed up.
Gold is more than 20% below its January peak. The question isn't just where gold goes next. It's who gets paid without running the mine.
Oct 15, 2026
A theme fund that isn't married to one theme.
11 min read
Own what compounds. Own what AI needs. But don’t confuse a durable business with a portfolio that can survive a crisis.
Oct 14, 2026
Every shortage pays someone. Then it pays someone to end it. Here's the score I'm building to spot the turn.
Oct 13, 2026
Spreading money across countries and style boxes isn't diversification. It's diworsification. Own the world's best businesses, and make sure they don't run on the same engine.
Oct 12, 2026
Bank of America's model has AI networking growing more than 11-fold by 2030. Read the whole table and the money is moving inside the network.
Oct 11, 2026
Weekly, not quarterly.
