Joby Aviation formally announced its acquisition of Blade Air Mobility’s passenger business in an all-stock deal, combining the electric aircraft pioneer with the country’s most recognizable urban air mobility brand.  Blade’s assets will help Joby scale...

Happy Sunday to the Godspeed family!  I hope you enjoyed the much-needed rest. We’re in the heart of earnings season. The Fed held rates steady. And the President threw another tariff tantrum.  It can be easy to get lost in the noise. Let’s search...

Amazon, Microsoft, Meta, and Apple all report earnings over the next 48 hours. Together, they represent more than $10 trillion in market cap and their results will shape the narrative for the AI investment cycle heading into 2026.  Here’s what I’m...

Good morning, folks — Every trade has four possible outcomes: Big Winner Small Winner Small Loser Big Loser Our job is simple: eliminate Big Losers, increase the probability of a Big Winner. That’s why I scale into positions. When we nibble, starting...

Happy Monday everyone.  Tesla just signed a $16.5B deal with Samsung to manufacture its next-gen AI6 chips in Texas.  This isn’t just a supply agreement; it’s a strategic move to control the full AI tech stack.  Tesla reduces reliance on Nvidia and TSMC...

Meta has unveiled a new prototype that may forever change how we interact with computers.  Rather than relying on the traditional mouse and keyboard, Meta’s smart wristband harnesses surface electromyography (sEMG) to sense subtle movements in your wrist....

Happy Monday everyone.  Today’s post is a bit different. I’m highlighting the best risk/reward setup I see right now. Every now and then, a trade stands out. Let’s call it an A++. These don’t show up often — but when they do, you’ll get the facts. Let’s...

Waymo expanded its autonomous service area in Austin, taking a clear lead over Tesla. Tesla’s much-publicized robotaxi zone turned social into a frenzy as its oddly contoured-shaped service area got memed into oblivion.  Here’s the map for reference: ...

Hi folks,  Technology is moving at Godspeed. To better identify relative strength, I curated an ETF watchlist that offers exposure to companies poised to benefit from the AI-infused paradigm shift.  The list is sorted by proximity to its 52W high and...

Nvidia just scored a huge win. After months of regulatory chaos, the U.S. government has reversed its ban. Nvidia can resume selling its H20 AI chips in China. For the world’s most valuable chipmaker, this is a game changer. Why Does It Matter? In April,...