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The Age of AI Browsers
The Age of AI Browsers
Godspeed Godspeed
Happy Friday Jr! Remember the browser wars? Back in the early 2010s, we toggled between Firefox, Safari, Chrome, and Internet Explorer.  Fast forward to 2025: Chrome now holds 69% of the global market. But its dominance may be peaking… We’re entering...
2 days ago
3 MIN READ
Introducing The Godspeed ETF Watchlist
Introducing The Godspeed ETF Watchlist
Godspeed Godspeed
Hi folks,  Technology is moving at lightspeed. 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...
3 days ago
3 MIN READ
All Eyes On Dubai
All Eyes On Dubai
Godspeed Godspeed
All Eyes On Dubai Joby and Archer are accelerating the global race for air taxi dominance – both making critical moves in the UAE.  Joby Aviation delivered its first production aircraft to Dubai and completed successful test flights, marking the...
5 days ago
3 MIN READ
The Last of the Capitalists Visit Harlem
The Last of the Capitalists Visit Harlem
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: There is No Neutral Rate; Where is Inflation post-Tariffs? Market: US Indices at ATH – What’s Next, Rise of the Super Apps  AI: AI Diagnostics Co-pilot Use Case Happy Independence Day This Fourth...
6 days ago
10 MIN READ
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Cautious Confirmation
Larry Thompson HostileCharts
The market is on fire right now. Last week I highlighted the wave of confirmation across sectors and breadth. Now we even have small caps and micro caps all showing up to the party. But as always in markets: by the time you achieve perfection, you’ve...
6 days ago
3 MIN READ
The New Era of Hardware Is Heating Up!
The New Era of Hardware Is Heating Up!
Godspeed Godspeed
We’ve entered a new era of hardware. AI is reshaping how we interact with technology, and soon, smartphones and computers may not exist in the forms we know today. My hope is to one day leverage technology without invasive hardware at all. Slowly, new...
1 week ago
2 MIN READ
How To Invest In Autonomy
How To Invest In Autonomy
Godspeed Godspeed
Happy Monday everyone — Last week, Jason Krutzky and I had a lively conversation about autonomous driving, semiconductors, memecoins, and more. If you missed it, I highly recommend tuning in. Here’s my biggest takeaway: I want exposure to autonomy. The...
2 weeks ago
2 MIN READ
Markets Back to Highs; Lessons from Mamdani
Markets Back to Highs; Lessons from Mamdani
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Employment, Private Credit, Data Centers, Left Tail vs. Right Tail Market: IPO season, Google in TPU, Biotech AI: Nvidia in Cloud Computing Lumida Featured in Unchained Lumida’s CEO, Ram Ahluwalia,...
2 weeks ago
10 MIN READ
Dyson’s Strawberry Farm Factory
Dyson’s Strawberry Farm Factory
Godspeed Godspeed
Dyson’s Strawberry Farm Factory Dyson’s latest engineering marvel is not a household appliance – it’s agricultural. The company’s vertical strawberry system rotates 1.2M plants on two Ferris wheels inside a glasshouse, boosting yields by up to...
2 weeks ago
3 MIN READ
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Perfection is the Enemy
Larry Thompson HostileCharts
Perfection is The Enemy The $SPY ( ▲ 0.5% ) S&P 500 and $QQQ ( ▲ 0.34% ) Nasdaq 100 just pushed to new all-time highs. Let that sink in. Through war headlines, rate fears, AI bubbles, and the national debt crisis… Stocks are trading at the highest...
2 weeks ago
5 MIN READ