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The Godspeed ETF Watchlist
The Godspeed ETF Watchlist
Godspeed Godspeed
Hi folks,  Technology is moving at Godspeed. 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 and...
2 days ago
4 MIN READ
Nvidia Gets The Green Light
Nvidia Gets The Green Light
Godspeed Godspeed
Nvidia just scored a huge win. After months of regulatory chaos, the U.S. government has reversed its ban. Nvidia can resume selling its H20 AI chips in China. For the world’s most valuable chipmaker, this is a game changer. Why Does It Matter? In April,...
3 days ago
2 MIN READ
Fastenal Flies Higher
Fastenal Flies Higher
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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...
4 days ago
2 MIN READ
The Space Race Heads To Wall Street
The Space Race Heads To Wall Street
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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,...
5 days ago
4 MIN READ
The Age of AI Browsers
The Age of AI Browsers
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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...
1 week ago
3 MIN READ
Introducing The Godspeed ETF Watchlist
Introducing The Godspeed ETF Watchlist
Godspeed Godspeed
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...
1 week ago
3 MIN READ
All Eyes On Dubai
All Eyes On Dubai
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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...
2 weeks ago
3 MIN READ
The New Era of Hardware Is Heating Up!
The New Era of Hardware Is Heating Up!
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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...
2 weeks ago
2 MIN READ
How To Invest In Autonomy
How To Invest In Autonomy
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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...
3 weeks ago
2 MIN READ
Dyson’s Strawberry Farm Factory
Dyson’s Strawberry Farm Factory
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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...
3 weeks ago
3 MIN READ