Happy Tuesday –  We live in the most exciting time!  The FAA expects US air travel to double in the next twenty years. One billion to two.  Today’s system cannot support that.  Not the towers. Not the runways. Not the airframes.  The industry needs...

Howdy folks – Feels good to get back in the swing of things. This week, I’m closely watching DARPA’s Vertical Lift Challenge in Dayton, Ohio. The Defense Advanced Research Projects Agency’s Vertical Lift Challenge is a heavy-lift competition. Its...

Hey there,  Welcome back.  It’s been a minute. Slow summer markets. But school’s around the corner. And the whales are finding their desks.  Let’s get to it.  The Registry Since mid-March, I’ve collected the FAA flight registry data. They publish the full...

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...