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,...

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...

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...

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...

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...

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...

My introduction to Spotify was a social experience. In its early years, Spotify utilized a peer-to-peer (P2P) network to reduce server load and speed up music delivery. This technology allowed users to stream music not just from Spotify’s servers, but...