News
Ideas
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Sep 16, 2026
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3 min read
All this AI and productivity is shrinking?
Raoul Pal breaks down how to right this ship...
Ideas
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Sep 9, 2026
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2 min read
Why the launch of Muse sent META stock up 5% premarket
App Store top 5 in 24 hours.
Ideas
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Sep 7, 2026
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2 min read
Why Oracle is the best public proxy for the OpenAI trade
Largest infrastructure partner underneath OpenAI.
Ideas
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Sep 2, 2026
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2 min read
The hand problem is harder than the brain problem
This is the key bottleneck in the robotics buildout.
Ideas
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Aug 31, 2026
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2 min read
Why Melvin holds IREN after its 50% drop from peak
Messy quarter but AI thesis is completely intact.
Ideas
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Aug 26, 2026
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3 min read
3 ways to invest in the Everything Bull Market
This bullish setup doesn't come around often.
Ideas
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Aug 24, 2026
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2 min read
Why Nebius, Micron, and Bloom sold off despite strong earnings
The fundamentals are still solid.
Ideas
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Aug 19, 2026
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3 min read
Why SPCX fair value could reach $427 with Elon premium
Up 25% in two weeks.
Ideas
+1
Aug 17, 2026
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2 min read
JPMorgan raises Micron price target from $550 to $1,540
2027 supply constraints will be worse than 2026.
Ideas
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Aug 12, 2026
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2 min read
Why Melvin rotated from Micron into Nebius and CoreWeave
$500B just entered the AI infrastructure race.
Ideas
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Aug 10, 2026
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2 min read
Why Melvin bought Samsung as KOSPI investors fled
Guidance says next quarter triples from here.
Ideas
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Aug 5, 2026
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2 min read
What the Goldilocks macro setup means for stock positioning
This is the setup when stocks historically go parabolic.
Ideas
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Aug 3, 2026
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3 min read
Why Melvin bought Reddit after its 22% post-earnings drop
Google and OpenAI are already paying for this.
Ideas
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Jul 29, 2026
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2 min read
Why Vincent kept Bloom Energy as his core position
Customers continue to pay years in advance.
Ideas
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Jul 27, 2026
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2 min read
Why Kyle bought Alphabet after its 7% post-earnings drop
How Gemini's distribution beats OpenAI and Anthropic.
Ideas
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Jul 22, 2026
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2 min read
Why AAOI and Marvell lead the AI photonics trade
Jensen called it a future trillion-dollar company.
Ideas
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Jul 20, 2026
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2 min read
Why Robinhood becomes financial infrastructure for AI agents
Revenue grows without a single new human user.
Ideas
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Jul 15, 2026
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2 min read
Why Micron, Corning and Infineon lead the next AI trade
Three new trades forming with memory, optics and power.
Ideas
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Jul 13, 2026
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2 min read
How LLY mirrors Google's reinvestment playbook
Investing their drug revenue into AI infrastructure.
Ideas
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Jul 8, 2026
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2 min read
Why Nebius beats CoreWeave, IREN and Cipher Mining
NBIS to reach $300 by the end of the year.
Ideas
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Jul 6, 2026
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2 min read
Why CCXI gives direct exposure to Agility Robotics
Only robotics company with commercial revenue.
Ideas
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Jul 1, 2026
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2 min read
Our latest high-conviction bet: Marvell
The latest chapter of the AI buildout.
Ideas
+1
Jun 29, 2026
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2 min read
Why ServiceNow becomes the enterprise AI platform
85% Fortune 500 penetration. 97% retention. Centralizes scattered AI agents and workflows.
