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...

Palantir Technologies secured a major contract with NATO to deploy the Maven Smart System NATO (MSS NATO) — an AI platform designed to reshape how the Alliance processes intelligence, identifies threats, and makes decisions in real time. This deal...

Here’s a preview of what we’ll cover this week: Macro: Disinflation is intact, but the setup is shifting. Tariffs, deficits, and Fed inertia are tightening financial conditions beneath the surface. Market: Markets are bouncing off oversold levels....

Happy Saturday! Markets remain a mess amid the tariff madness, but technology is accelerating at Godspeed.  Let’s get to it… Robot Boxing Is Here… For Real Unitree’s humanoid robot, G1, is ready for the ring!  Standing 51 inches and equipped with...

Opportunity in the Chaos What a week. Last week I laid out some of our knowns and unknowns heading into the storm. The 4th known was… Capitulation rallies can be fast and brutal. And guess what? This one was no different. Wednesday brought one of the...

Good morning, folks. Happy Friday.  Peggy Noonan – former speechwriter to President Ronald Reagan and WSJ columnist – said it best:  We are playing with the hottest thing since the discovery of fire. AI is transforming everything; if you...

President Trump’s “Zero-Based Regulatory Budgeting to Unleash American Energy“ is the latest in a whirlwind of executive orders aimed at reshaping the energy sector. The policy promises to streamline bureaucracy, boost innovation, and...

Sentiment surrounding nuclear energy is shifting. Last month, I wrote about the $900M allocated to reignite America’s nuclear renaissance.  This week, Valar Atomics, a nuclear energy startup specializing in advanced small modular reactors (SMRs), joined...

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...

Here’s a preview of what we’ll cover this week: Macro: Nike and Vietnam: A Case Study, Powell Isn’t Budging, Retail Investors vs. Professional Investors Market: The End of the Safe Haven Trades AI: Amazon Scales Up AI Infrastructure, Meta Commits $1B to...