Netflix rolled out an OpenAI-powered search engine designed to help users discover content with natural language prompts like: “I’m in the mood for a light-hearted comedy that isn’t too long.” “Suggest some intense dramas...

Happy Saturday! It was a tough week in the market. Let’s not get in the weeds with tariff talk – however – I think now is a great time to revisit this quote from Sun-Tzu, “In the midst of chaos, there is also opportunity.” Are you ready…?...

Welcome  Happy Saturday folks. Welcome to The Godspeed Weekly! Markets remain risk-off – caught in a turbulent tape. During the down days, it’s important to remain focused on our objective. We have the ingredients of a new Industrial Revolution,...

Howdy folks! I want us to zoom out and ask ourselves, What was the biggest innovation in transportation over the last 25 years? For me – it’s Prime Shipping. The mass adoption of Amazon Prime and its 2-Day shipping changed behavior patterns for both...

✨ Welcome Welcome to The Godspeed Weekly. This week, we’re reviewing Boom’s supersonic success, Pipedream’s underground route, the FAA’s request for comments, a few charts and more. Onward… 🛫 Boom’s Supersonic Success We witnessed history! On January 28,...

✨ Welcome Welcome to The Godspeed Weekly. This week, we review Instacart’s Super Bowl debut, advanced air mobility enters the Rockies, Honeywell’s strategic separation and is China leading autonomous mobility? Onward… 🏟️ Instacart’s Super Bowl Debut...

What a wild week. The S&P 500 settled above 6,000 for the first time since February 21st. The Nasdaq 100 composite is a mere 2% shy of an all-time high. And even the small-caps appear to break out. Industrials were the first sector to close at a...

Happy Thursday – big tech investors reaped the rewards of AI today. Meta and Microsoft reported earnings yesterday after the close, exceeding analyst estimates. AI is at the forefront of both of these reports – boosting their bottom lines in...

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...

Waymo expanded its robotaxi coverage in California, bringing its total to over 250 square miles.  The expansion connects corridors in San Francisco, Silicon Valley, and Los Angeles, linking cities like Palo Alto, Burlingame, Echo Park, Westchester,...