Archive

Going long America never goes out of style.

AI, EVs, and data centers are devouring power faster than anyone expected.

Forget SpaceX. Find the companies it can't fly without.

SpaceX may release only a sliver of shares, creating scarcity, excitement, and the kind of demand that makes valuation look optional.

Great conference. Terrible market. Excellent stock ideas.

8 experts (and great guys). One afternoon. Nearly 60(!) tickers. Here's what they said.

Better thinking beats better data.

Different slogans. Same government ownership.

The market rewards those who keep climbing long after everyone else quits.

The trend is bullish. The backdrop is insane.