Broadcom (AVGO): The Quiet Engine Behind the AI Infrastructure Supercycle
Custom silicon, record revenue, and a $100B runway — this is not your average chip story.
Year: 2026
Gold at $4,700 With the Fed on Hold: What the GLD Options Market Is Telling You
Spot gold is near historic highs even as the Fed stays hawkish – and the options skew is revealing which way smart money is leaning.
The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction. Here’s how to think about the entry.
New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts. And the S&P 500 is historically expensive. Traders need a framework for what comes next.
Broadcom reports June 3 and the AI numbers are already hard to ignore
May 28, 2026 Broadcom Reports June 3. The AI Numbers Already Say a Lot. Q2 guidance blew past consensus. A…
Redwire (RDW): When Space Gets Loud
May 27, 2026 Redwire (RDW): When Space Gets Loud Two days of gains, 99M shares, an ESA delivery — and…
The defense trade everyone understands but not everyone owns
May 26, 2026 The Defense Trade Everyone Understands But Not Everyone Owns The numbers are not subtle. Backlogs are at…
The government is now a Rigetti shareholder
May 25, 2026 RGTI: When Washington Stops Watching and Starts Buying The CHIPS Act deal that just made the U.S.…
AEM posted numbers most investors ignored
May 24, 2026 Agnico Eagle Mines (AEM): The Miner Behind the Metal Gold gets the attention. This company is getting…
The quiet AI winner no one brags about
May 23, 2026 Arista is the quiet AI winner When clusters grow, networking becomes the constraint Arista Networks: the unglamorous…