Elon/AI/China/Trillions this time…
August 6, 2026 Bessent Calls the K-Shape Finished. I’m Not Buying It. Featured: Bessent Calls the K-Shape Finished. I’m Not Buying…
SpaceX Is No Longer a Rocket Company. The Market Hasn’t Decided What It Is.
Rockets are 12% of revenue. The $18.4B AI capex bill is why the stock fell anyway.
Unlocking $2.1 Trillion in Energy
August 6, 2026 Unlocking $2.1 Trillion in Energy Featured: GS Is Up 70% in a Year. Now the Hard Part. Sponsored…
Unlocking $2.1 Trillion in Energy
August 6, 2026 Unlocking $2.1 Trillion in Energy Featured: GS Is Up 70% in a Year. Now the Hard Part. Sponsored…
Unlocking $2.1 Trillion in Energy
August 6, 2026 Unlocking $2.1 Trillion in Energy Featured: GS Is Up 70% in a Year. Now the Hard Part. Sponsored…
Unlocking $2.1 Trillion in Energy
August 6, 2026 Unlocking $2.1 Trillion in Energy Featured: GS Is Up 70% in a Year. Now the Hard Part. Sponsored…
Unlocking $2.1 Trillion in Energy
August 6, 2026 Unlocking $2.1 Trillion in Energy Featured: GS Is Up 70% in a Year. Now the Hard Part. Sponsored…
Unlocking $2.1 Trillion in Energy
August 6, 2026 Unlocking $2.1 Trillion in Energy Featured: GS Is Up 70% in a Year. Now the Hard Part. Sponsored…
Five Gauges That Tell You If the AI Rally Has Legs
August 6, 2026 Five Gauges That Tell You If the AI Rally Has Legs The debate is not bull vs….
Starlink Is Funding a Black Hole
SpaceX’s only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math has a limit.