Articles

The 1967 rate cuts show how policy can manufacture a rally before the bill arrives. Phase one was a bull market. Stocks surged, confidence returned, the Fed-will-fix-it narrative dominated, and valuations expanded. By 1969, wage growth accelerated, commodities surged, and inflation re-ignited. The Fed reversed course aggressivelybut too late. What followed was stagflation: high inflation, […]

A very positive outlook for 2026! 2026 is set to rip, driven by: Trillions of investment Massive deregulation A pro-growth Fed The biggest tax cuts since 2017 All while deportations cut housing costs and crime rates. Of course, journalists will keep promising breadlines and soup kitchens.

This is what a restructuring and turn around story is about. Reducing costs and increasing efficiency that improves bottom line by widening their margins! $OPEN Yesterday we shipped a change that reduced our costs for running large-scale experiments with multi-year backfills from $23M to less than $1,000, and cut processing time from 34 hours to

IREN’s latest financing question is less about whether the company can raise capital and more about what that capital buys. The bull case is not simply Bitcoin mining. IREN has spent years assembling power, land, and data-center capacity in places where electricity can be contracted and expanded. That infrastructure is now being repositioned for AI

Are we bullish $IREN or what?! Year of Magical Investing is back. Sell any company NOW that is doing a financing (a la IREN) or has big insider selling… Stay close here!!! No one else will call this stuff… but i have 1999-2000 encyclopedia in my head from when they still used them. Investors must

The AI buildout is turning capital allocation into an infrastructure race. The headline numbers are enormous: the largest platforms are guiding to hundreds of billions of dollars of annual capital spending. But the spending does not accrue evenly across the ecosystem. It moves first toward the assets that can become usable compute soonest. That is

This is NOT 2000 Dot Bomb! We actually have accelerating earnings and AI induced efficiency. @bluechipdaily & I did a @TheROShowPod in Feb24. Are We In A Tech Bubble? Larry Tentarelli Ep.117 You can’t have a stock market bubble if earnings are growing faster than expectations, multiples are compressing, and companies are becoming more productive

AI Spending Accelerates $META -> Epic Beat, AI Spending Accelerates $MSFT -> Another AI-Fueled Beat with Record CapEx $NVDA -> the KING with massive AI CapEx Tailwinds They will likely BO smaller Data Center, AI Infrastructure, Energy companies. Any Ideas? $IREN ? $CIFR ?