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Intel Turned the AI Capex That Buried Alphabet and Tesla Into Its Fastest Growth Since 2011
For most of this year, the market had made up its mind about Intel. The company that once defined American...
Alphabet and Tesla Just Answered Opposite Questions With the Same Minus Sign
Yesterday BMInsider posed two questions ahead of the earnings double-header, and they were deliberately opposite in shape. To Alphabet: can...
Two Giants, One Night: Alphabet and Tesla Pose the AI Trade Two Opposite Questions
This evening, minutes after the closing bell on Wall Street, two of the most argued-over companies of the year step...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The Rearmament Supercycle on Trial: Why Europe’s Best Stock Halved — and What It Means for Investors
In September 2025, Germany’s Rheinmetall was the stock all of Europe was talking about: from roughly €100 in early 2022…
- The Power Bottleneck of the AI Era: Why Uranium and Nuclear Are the Hidden Bet on Artificial Intelligence
Wall Street has fixated on the wrong shortage. For months investors have fought over every Nvidia chip and every gigabyte…
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