May 25, 2026 Elon and Apple Making “xPhone” Featured: Bitcoin Is Holding $77K Sponsored Dear Reader, It’s official. Apple and SpaceX……
Category: Newsletters
Snowflake this week: consumption + Cortex AI
May 25, 2026 Snowflake this week: consumption + Cortex AI Quick date fix: May 27, 2026 after the close. Then…
The Real AI Bottleneck Isn’t Chips
May 25, 2026 The Real AI Bottleneck Isn’t Chips The Real AI Bottleneck Isn’t Chips Not software. Not chips. Electricity.…
A Million Computers. No Electricity.
May 24, 2026 A Million Computers. No Electricity. Featured: QBTS Is Moving Fast. GFS Is Getting Dragged Along. Sponsored Hey Friend,…
Liquid Cooling Isn’t Optional Anymore
May 24, 2026 Liquid Cooling Isn’t Optional Anymore Blackwell and MI300-class compute is forcing a new data center standard, and…
Innodata (INOD): The AI Data Engine Wall Street Nearly Slept On
May 24, 2026 Innodata (INOD): The AI Data Engine Wall Street Nearly Slept On Sponsored First a note from Immersed…
Next Takeover Target
May 23, 2026 Next Takeover Target Featured: RGTI pops +19.87% on heavy volume Sponsored Dear Reader, Something strange just happened in…
Joby Aviation (JOBY): The headline move vs the real drivers
May 23, 2026 Joby Aviation (JOBY): The headline move vs the real drivers Why “flight-path regulation” is an easy story,…
Fluence just landed 2 hyperscalers. Now what?
May 23, 2026 Fluence: Two Hyperscalers, One $5.6B Backlog Sponsored First a message from Oxford Club I almost dismissed this…
FLEX LNG Just Raised Guidance Mid-Conflict
May 22, 2026 FLEX LNG Just Raised Guidance Mid-Conflict 19 straight dividends, 91% contracted, and barely a mention anywhere. Sponsored…