September 22, 2026 The question isn’t whether the AI hardware cycle is real, it’s how it ends. Industrial booms are…
The Rare Earth Sticking Point That Could Sink Thursday’s Summit
Markets are priced for a deal. Beijing's Japan curbs suggest the terms are nowhere near settled.
Copper is at Record Highs: Don’t Miss This Small-Cap
A note from our friends at Resource Stock Digest(ad) Gold and copper prices are rising fast. That’s a fact that’s…
China Is Now Where New Drugs Are Born. Who Gets Paid?
September 21, 2026 A Treasury carve-out for biopharma could keep $110B in deals flowing and raises a harder question about…
Jensen Huang Is in the Room Where It Happens
Trump’s “AI Force” shifts Nvidia’s biggest policy risk in Washington.
This Nasdaq Name Spent 25 Years Preparing for America’s Next Big Move
September 21, 2026 Bonus Content: Anthropic May Ship the Model Its CEO Said We Should Wait For A note from…
Nvidia Is Now the Trump Administration’s AI Policy Desk
With Jensen Huang as the president's primary sounding board and 61% of voters opposing data centers, the policy risk that…
Tesla’s Optimus Supply Chain Is Real. How Much Is in TSLA?
Zhejiang supplier audits confirm a real robot bill of materials, but TSLA is about 26% below its December 2025 high.
OpenAI and Anthropic Are Betting That Smaller Data Centers Win
For the past year, the AI infrastructure story ran in one direction: bigger. OpenAI has committed to gigawatt-scale campuses. Anthropic…
Nike Reports October 1 at a 12-Year Low. What Bulls Need to See.
With its S&P 100 exit effective Sept. 21, Q1 FY2027 is the first big test of Elliott Hill's turnaround.