The Pentagon Just Bet $1.4 Billion Against Chinese Graphite
A Pentagon loan to Sila signals silicon-carbon anodes are strategic
October 10, 2026
You Won’t Believe What I See on Monday at 9:30
October 10, 2026 Bonus Content: China Made 2.14 Billion Trips and Spent Less A note from our friends at Stocks…
Broadcom Is Arranging $50 Billion in AI Chip Financing. The Stock Trades at 19x Forward Earnings.
The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.
Charlie Munger’s favorite $1,000 investment
October 10, 2026 Bonus Content: GM’s EV Sales Crashed 62%. Is the Stock Finally Cheap? A note from our friends…