This week, golf influencers took to Meta for the Callaway Creator Retreat and Meta’s AI smart glasses were the center of attention. Infusing AI and AR into golf could be transformational. The sport becomes a real-life video game. Let me humor you for...

For over a decade, Daily Active Users (DAUs) has been the primary key performance indicator (KPI) of internet companies. DAUs provide a signal of product stickiness, user engagement and growth velocity. Investors tracked them obsessively, using the metric...

This week, the FAA unveiled plans to modernize America’s air traffic control system — replacing 618 radars, upgrading 25,000 radios, and building six next-gen control centers. The overhaul comes amid mounting concerns that outdated infrastructure...

Happy Friday! Today we’ll review NVIDIA’s Q1 2026 earnings report, but before I forget — in case you missed it, I went live Wednesday to walk through the themes that could dominate George Jetson’s Nasdaq-100.  Technology is accelerating at Godspeed. Are...

Happy Monday folks,  I hope you enjoyed the weekend!  Today, I’m pleased to share my conversation with Michelle Olson, Managing Partner at Lambert.  Michelle is an expert in the eVTOL //Advanced Air Mobility industry.  We walked through...

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...

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...

Hello everyone! I am so grateful to experience life at such an exciting time.  Today, I’m thrilled to launch a new publication centered on the future of transportation. We’ll explore eVTOLs, advanced propulsion technology, hypersonic jets, bullet...

Archer Aviation achieved a key milestone in its flight test program: the first piloted conventional takeoff and landing (CTOL) of its Midnight eVTOL aircraft! Jeff Greenwood, Archer’s Chief Test Pilot and former USMC aviator, flew the aircraft at 125...

Waymo will deploy its robotaxi fleet to Manhattan next month — first manually with human safety drivers, then autonomously if NYC grants its permit — a major step toward introducing fully driverless ride-hailing in New York City. Here’s the overview:...