Happy hump day folks! Get ready – we have nuclear news from the U.S. Department of Energy (DOE). $900M to Ignite The Nuclear Renaissance On Monday, the DOE announced it will offer $900M to support small modular nuclear reactor development. With...

Happy Tuesday! The Dallas – Fort Worth metro area has become a launchpad for innovative logistics. Earlier this month, Serve Robotics initiated operations in partnership with Uber Eats. Last week, Zipline’s drone delivery service made its debut in...

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...

Good morning Jetsons, Today’s post will be brief. Great people build great companies. Great companies set trends. I ventured deep into LinkedIn and discovered something great… Archer Aviation and Joby Aviation are STACKED with talent. I’m blown away at...

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...

Yesterday, I shared a post talking about a relative breakout in Technology. Today, I will dive into the bifurcation within the Magnificent 7. Before we get into it, I will be live tomorrow after the close to review Nvidia’s earnings and what’s next...

Last week, Microsoft celebrated its 50th anniversary and unveiled a series of new updates to its AI companion – Copilot.   The new updates include memory, remembering your preferences; vision, to see what’s on your screen; and voice, so you may talk...

✨ Welcome Welcome to The Godspeed Weekly! Today we’ll cover Microsoft’s major breakthrough, the US military’s autonomous appetite, asteroid mining, household humanoids, GPS technology and more. Onward… 🤌 The Cusp Of The Quantum Age Microsoft unveiled a...

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...

Sedona Anticipates Aviation Innovation Happy hump day everyone. Thank you for joining us on our journey. I know the tape is turbulent as of late, but the innovators and early adopters continue to chase their curiosity… Monday, I sat in on my first...