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,...

Happy Monday! Fastenal delivered a quarter that speaks volumes about where industrial distribution is going.  The company’s Q2 revenue increased +8.6% YoY, eclipsing $2B.  But the real headline?  Digital transformation. More than 61% of Fastenal’s sales...

The Space Race Heads To Wall Street Firefly Aerospace will make its public debut, filing its S-1 to list on the Nasdaq under the ticker $FLY. The Texas-based space and defense company specializes in rapid-response satellite launches, lunar landers,...

Here’s a preview of what we’ll cover this week: Macro: OPEC may pause; China risk is fading; No Recession in Sight Market: Discretionary rotation; Momentum is breaking; Thematic Exposure; TSMC’s Remarkable Revenue Growth AI: Distribution as a moat;...

Help The Eyes This is when the real work begins. The market is closed. The news cycle slows. Saturday mornings are for stepping back and seeing the forest, not just the trees.I spend this time ripping through 3 – 10 year weekly charts. Why? ...

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...

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...

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...

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...