When AI compresses the information edge and hands everyone roughly the same high-quality financial insights, pure “knowing more” stops being a reliable source of alpha. The remaining edge shifts to the parts that are still scarce. Judgment under uncertainty, creative synthesis, structural positioning, behavioral discipline, and the ability to actContinue Reading
Iranian retaliation has caused an effective closure of the Strait of Hormuz since ~March 2–4. Traffic has dropped from 150+ vessels/day to near-zero on many days, with 21+ confirmed attacks on merchant ships. This matches the scenario’s description of disruption, price spikes, and US-led response pressure. Reopening Hormuz is economicallyContinue Reading
Nvidia CEO Jensen Huang’s keynote at NVIDIA’s GTC conference in Washington D.C. was a sweeping celebration of American innovation and a call to action for America to lead the AI revolution. NVIDIA at the epicenter of this next Apollo moment. The 90-minute talk blended technical deep dives, major announcements, andContinue Reading
Home » Energy » Tesla Secret Weapon to Save Q3 and Q4 Car Delivery Numbers Awaiting Q3 delivery numbers on October 2nd (hoping for 500k+ vehicles and 13 GWh energy storage). A potential surge to $500–$520 this week on strong results, amplified by FSD rollout and options activity. Longer-term, FibonacciContinue Reading
The evidence for the Tesla and XAI data center construction advantage in build speed and dominating size is clear. The XAI and Tesla ability to build data centers 4 to 10 times faster than Microsoft, Google, Meta and others is translating into a defensible technology and business advantage and permanentContinue Reading
Home » Military » Minuteman 3 ICBM Test Scheduled for Night of US Election This ICBM Test is actually scheduled to happen as reported by Vandenberg Space Force. An operational test launch of an Air Force Global Strike Command unarmed Minuteman III intercontinental ballistic missile is scheduled between 11:01 p.m.Continue Reading
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