SpaceX Targets June 12th
May 20, 2026 SpaceX Filed for an IPO. The numbers are extraordinary. Some of the fine print is worth reading…
Category: Newsletters
The Trade Running While You Watch AI
May 19, 2026 The Trade Running While You Watch AI Heavy assets, low obsolescence. Already working. ☰ Something has been…
Warsh just inherited a mess
May 18, 2026 Warsh Is In. The Calendar Is Loaded. Week of May 18–22, 2026 Three days into the job…
The power trade most people are sleeping on
May 17, 2026 The Power Trade Most People Are Sleeping On Nuclear, AI demand, and three names worth understanding before…