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...

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...

Elon had an interesting week. He was very busy.  His EV maker is anticipated to roll out robotaxis in Austin on June 12th.  SpaceX launched its 9th Starship test flight, requiring an FAA investigation. The rocket company also announced it will launch...

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...

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...

Waymo surpassed 10M fully autonomous paid rides, reflecting 100% growth in 5 months! The autonomous ride-hailing company is in the midst of its hockey stick moment. We love to see it 🏒 Exponential growth like this doesn’t happen every day – but when...

Monday, Apple showcased its latest and greatest during its WWDC keynote.  As we anticipated, the company failed to shock and awe.  Sure – the design updates are neat, but I’m left scratching my head. And I’m not the only one… here are a few tweets...

OpenAI just made its biggest bet yet — on hardware! The company acquired Jony Ive’s AI device startup, io, in a $6.5 billion all-stock deal. Ive, the designer behind the iPhone, iMac, and Apple Watch, now leads design at OpenAI. His team, including...

The Poseidon Seagull Happy hump day everyone!  I want to introduce you to a new autonomous aircraft – The Poseidon Seagull.  The Seagull is an autonomous sea glider that operates in a unique middle ground between slow-moving cargo ships and...

Amazon is investing $20 billion in Pennsylvania to expand its cloud and AI infrastructure, building new data centers in Salem and Falls Townships. This marks the largest private investment in the state and will create at least 1,250 high-skilled jobs...