October 29, 2026 Bonus Content: Anthropic’s $417B Compute Commitments Are the Real IPO Risk A note from our friends at…
how an industry changes quietly
October 29, 2026 Bonus Content: Amazon’s $220B Bet Is Working. The Cash Flow Bill Is Due. A note from our…
Astrobotic Is Gone. Amazon Missed Its Window.
The acquisition thesis was clean. Amazon needed precision navigation and autonomous surface systems to protect the most capital-intensive bet in…
Walmart Owns ~40% of Symbotic. Buying the Rest Is Next
Symbotic is already Walmart’s automation engine. The question traders are not asking loudly enough is whether that relationship has quietly…
Voyager Already Bought the Company Amazon Needed
Astrobotic is gone. The lunar logistics play for Amazon now runs through a public company trading at a fraction of…
Amazon Reports Tonight. What It Must Prove After Alphabet’s 10% Wipeout.
October 29, 2026 With about $220 billion of 2026 capex and AWS growth as the lone defense, AMZN heads into…
Micro coins: knowing when to sell matters most
October 29, 2026 Bonus Content: Alphabet Is Down 10%. The Search Miss Is What Traders Are Selling. A note from…
when did you last pay for pest control?
October 29, 2026 Bonus Content: Unity’s Industrial AI Turn Is What Microsoft Needs A note from our friends at Med-X…
The early AI winners were obvious in hindsight
October 29, 2026 Bonus Content: Inflation Is Rising Again. The Fed Is Already Split. A note from our friends at…
Funds and 30,000+ investors back RAD Intel
October 29, 2026 Bonus Content: Amazon Reports Tonight. What It Must Prove After Alphabet’s 10% Wipeout. A note from our…