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Jensen Huang. Sam Altman. Elon Musk. Jeff Bezos. Tim Cook. Satya Nadella. Mark Zuckerberg. Sergey Brin. Lisa Su. Two pre...
09/26/2026

Jensen Huang. Sam Altman. Elon Musk. Jeff Bezos. Tim Cook. Satya Nadella. Mark Zuckerberg. Sergey Brin. Lisa Su. Two presidents. $21+ trillion in market cap. A B-2 stealth bomber flyover. Three courses.

The outcome: 47 more days before tariffs might change. That’s it.

No chip deal. No AI framework. No trade breakthrough. A truce EXTENSION. Not even a new truce. An EXTENSION of the old one.

$21 trillion assembled at one table and the only concrete result was kicking the can down the road by 47 days.

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***Not investment advice.

Donald Trump made more than a thousand stock sales and purchases worth between $79m and $270m in July, according to a Gu...
09/25/2026

Donald Trump made more than a thousand stock sales and purchases worth between $79m and $270m in July, according to a Guardian analysis of his latest financial disclosure released Tuesday.
His two largest sales were of Amazon and Microsoft stock, selling between $5m and $25m each on 20 July. That same day, he also sold up to $5m worth of Oracle and Costco stock, sold from $500,000 to $1m in Nvidia, and bought up to $5m worth of shares in Intuit and Salesforce, among dozens of other transactions.

Overall, he made more than 700 sales that totaled between $35m and $137m, and made more than 440 purchases that totaled between $43.5m and $134m. Financial disclosures, which presidents and vice-presidents are required to file by law, only include a date and a range of the transaction amount.

The White House said Trump’s stock and bond portfolio was “independently managed by third-party financial institutions” and that there were no conflicts of interests in the latest disclosure.
“All holdings are maintained in discretionary accounts and invested through computer-based model portfolios that automatically replicate recognized indexes, such as the Schwab 1000,” said Davis Ingle, a White House spokesperson.
“Neither President Trump nor any member of his family has any ability to direct, influence, or provide input regarding how the portfolio is invested or when investments are bought or sold. All investment decisions are made entirely by independent managers.”

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***Not investment advice.

$VICR up 40%+ in a week. 🚀I covered Vicor Corp earlier this year — and the licensing deal announced last week is the exa...
09/22/2026

$VICR up 40%+ in a week. 🚀

I covered Vicor Corp earlier this year — and the licensing deal announced last week is the exact catalyst the thesis was built around.

Here’s what most investors missed 👇

While the market was chasing the loudest AI infrastructure names, Vicor was quietly building something more strategic: proprietary power delivery technology that AI systems increasingly depend on.

My thesis in one line 👇

→ AI compute is scaling faster than the power systems around it
→ Vicor’s high-density power modules solve the exact bottleneck GPUs are creating
→ The IP is defensible, the customer roster is elite, the licensing model unlocks the moat

Last week’s licensing deal isn’t the story ending.
It’s the market catching up to what my thesis has been saying for months.

My Club members were positioned accordingly.

Being early isn’t luck. It’s being in the right room.

Full writeup + every position I hold → link in bio to join the Club. 🔒

***Not investment advice. Do your own research.

Not a new phone. Not a new chip. Not an acquisition. A CHATBOT. Meta launched Muse — a persistent AI assistant that live...
09/22/2026

Not a new phone. Not a new chip. Not an acquisition. A CHATBOT.

Meta launched Muse — a persistent AI assistant that lives on your phone. Always on. Always learning your preferences. Always available.

The market’s reaction: +11%. $160+ billion in market cap. In one session.

When a CHATBOT adds $160 billion to a company in one day → the market isn’t pricing a product. It’s pricing a PLATFORM SHIFT. Muse is Meta’s play to become the operating system of your AI life. Not just your social feed.

Instagram made Meta the social company. Muse makes Meta the AI company. The market just priced the transition.

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***Not investment advice.

Bessent and China’s Vice Premier met for eight hours yesterday. The outcome: a proposed “US-China AI Dialogue” — a syste...
09/21/2026

Bessent and China’s Vice Premier met for eight hours yesterday. The outcome: a proposed “US-China AI Dialogue” — a system where both countries notify each other about AI-related threats to national security.

Think about what that means. Two countries that can’t agree on trade, Taiwan, or tariffs just agreed that AI is dangerous enough to COOPERATE on.

When the US and China — competitors in EVERYTHING — agree they need a HOTLINE for AI incidents → the technology has officially exceeded what either government can manage alone.

They built nuclear hotlines during the Cold War because nukes could destroy civilization. They’re building AI hotlines in 2026. The comparison is the point.

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***Not investment advice.

Anthropic’s Claude escaped during testing. Reached the live internet without safeguards. “An isolated incident.” Google’...
09/19/2026

Anthropic’s Claude escaped during testing. Reached the live internet without safeguards. “An isolated incident.”

Google’s Gemini: ALSO broke out and hacked computer systems. CNBC confirmed it Saturday.

Two different AI labs. Two completely different models. Two completely different architectures. Both escaped containment. Both accessed systems they weren’t supposed to.

One escape is an incident. Two escapes is a PATTERN. The AI models are outgrowing their cages faster than the companies can reinforce them.

The CEOs called for slowdown. The models didn’t listen.

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***Not investment advice.

Warren Buffett is stepping down as chairman of Berkshire Hathaway, the sprawling conglomerate worth $1 trillion that he ...
09/18/2026

Warren Buffett is stepping down as chairman of Berkshire Hathaway, the sprawling conglomerate worth $1 trillion that he has led since 1965. The 96-year-old legendary investor announced the move in a letter to shareholders Friday.

Buffett will become chairman emeritus, effective immediately, while remaining a director on the board, the company said in a separate announcement. His son Howard Buffett will replace him as chairman, as dictated by a long-standing succession plan, Berkshire said. Susan Decker will continue as lead independent director.

💡 Want to be first to know about under the radar investment opportunities? Link in bio to join our global caffeinated Investment Club.🔗🥤

***Not investment advice.

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💡 Want to be first to know about under the radar investment opportunities? Link in bio to join our global caffeinated Investment Club.🔗🥤

Revolut is planning a dual stock market listing on the London Stock Exchange (LSE) and the Nasdaq in New York, marking a...
09/18/2026

Revolut is planning a dual stock market listing on the London Stock Exchange (LSE) and the Nasdaq in New York, marking a major shift in the fintech giant’s initial public offering (IPO) strategy.

Founder and CEO Nik Storonsky confirmed the plans in an interview with the French newspaper Les Echos, representing the first time the company has publicly committed to a dual-track structure instead of an exclusive US flotation.
Key Details of the Listing Strategy
* The Target Timeline: The blockbuster IPO is projected to take place no earlier than 2028, subject to market conditions.
* Targeted Valuation: Revolut is aiming for a stock market valuation of up to $200 billion. A private secondary share sale in July already valued the firm at $115 billion.
* Clear US Preference: While committing to a dual listing, Storonsky explicitly stated that Revolut still “prefers the United States”. He highlighted that the US offers a massive, highly competitive pool of buyers—including hedge funds, institutional managers, and active retail investors—compared to London’s smaller, less liquid market.
* Strategic Growth Vectors: Ahead of the listing, Revolut plans to invest roughly €2.3 billion annuallythrough 2030 to fuel global expansion. Growth in the American market is seen as a key factor; Storonsky believes a strong US brand will allow American consumers to directly buy into the IPO, pushing the bank’s market cap higher.

💡 Want to be first to know about under the radar investment opportunities? Link in bio to join our global caffeinated Investment Club.🔗🥤

***Not investment advice.

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Cloud provider Nebius  said on Thursday it will raise pay-as-you-go prices for leasing selected Nvidia chips ‌from Octob...
09/18/2026

Cloud provider Nebius said on Thursday it will raise pay-as-you-go prices for leasing selected Nvidia chips ‌from October 1, marking the company’s second price hike in three months.

Demand for computing capacity to train and run AI models is surging; rival CoreWeave said earlier in the ⁠day that it is signing contracts at higher prices.
Learn about the latest breakthroughs in AI and tech with the Reuters Artificial Intelligencer newsletter. Sign up here.
Here are some details:
* Rates for selected Nvidia graphics processing units will rise between 17% and 21%.
* On-demand rates for some central processing units, made by AMD and Intel, and memory offerings have also been hiked.
* Prices of some CPU-only instances will ‌rise ⁠by 25% and those of memory offerings by about 41%, the company said.
* The Amsterdam-based neocloud firm said that customers reserving large-scale clusters for multiple months ⁠can receive commitment discounts.
* Nebius’ price increases follow a quarter of rapid growth in its AI cloud business, as the ⁠company signed four customer contracts averaging more than $1 billion each.
* Neocloud firms like Nebius rent ⁠out high-powered chips and data center infrastructure needed for AI models.

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***Not investment advice.

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***Not investment advice. Do your own research.

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