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SpaceX IPO at $1.5T: 80% revenue from Starlink internet, not rockets. Breakdown of valuation math, subscriber growth, and timing your entry.
June 2026NVIDIA returned 22,000% in a decade. Reverse-engineer the pattern and screen today's companies against the framework for finding the next generational winner.
May 2026Over 40 AI-themed ETFs exist. Most charge high fees for stocks you already own in index funds. This essay names names, shows the overlap, and tells you which ones matter.
May 2026At 0.75% of Bloomberg's cost, Claude handles 50-60% of institutional research tasks. See which tool wins on 10 real investment workflows.
May 2026Can AI beat the market? We tested every credible ChatGPT stock-picking experiment. The results reveal what LLMs actually excel at and where they catastrophically fail.
May 2026Tests what AI can actually do in stock selection in 2026. AI generates ~2% annual alpha at best, enough to matter, not enough to skip homework.
April 2026How NVIDIA extracts a 78% margin tax from every AI company. Analysis of GPU spending, competitive moats, and portfolio implications.
April 202610 metrics that reveal whether an AI company is building real value or burning cash on hype.
April 2026You didn't choose to concentrate in AI. The index did it for you. Here's what that means for your risk.
April 2026Lumping them together is the market's laziest habit. The data shows seven very different risk profiles.
April 2026Everyone cites it. Few read the data correctly. The dot-com era didn't punish the internet — it punished revenueless companies.
April 2026New data-driven insights every week. Always free.