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.
BlackRock and Vanguard already own THIS
A note from our friends at The Oxford Club(ad) Dear Reader, Wall Street may have already locked up the cheapest…
Netflix Is Down 46% From Its High. The Ad Business Is the Entire Argument.
Wells Fargo cut its target to $57 on engagement fears. Other analysts disagree. Here is what the next session tells…
Alphabet Is Buying the Land and the Power That AI Runs On
September 19, 2026 A €13B bet on Finland, a nuclear plant deal through 2050, and a new voice model for…
Three Major Airlines Cut Flights to Offset Fuel Shock
American, United and Southwest opt for capacity trims as jet fuel hits $4.71 a gallon.
The Army’s next order: generate electrons
A note from our friends at The Oxford Club(ad) Dear Reader, A microreactor just generated neutrons at Idaho National Laboratory.…