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SoftBank Down 11 Percent, Nvidia Down 3: Why the AI Slowdown Isn’t Hitting the Chips but the IPO That Pays for Them
On Saturday, Dario Amodei, the chief executive of Anthropic, published an essay titled “We Must Pace the Frontier”, and its...
Eight Percent Fewer Chips, 130 Percent More Revenue: Why China’s Record Surplus Is a Price Tag, Not an Export Offensive
On Tuesday China’s customs administration published its trade figures for August, and at first glance they read like a declaration...
100 Million Free Users, 37 Percent Less New Business: Why Nobody Wants Adobe at Nine Times Earnings
On Thursday evening Adobe reported results for the third quarter of its fiscal 2026, and by every measure a software...
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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 →- Ten Percent Fewer Cigarettes, Record Profit: How the Taxman Doubles Big Tobacco’s Pricing Power — and Where the Math Starts to Break
Altria sold ten percent fewer cigarettes in 2025 than the year before. Its smokeable products segment earned $11.06 billion of…
- Same Wire, Half the Return: Why a Regulator, Not the AI Boom, Decides What a Utility Earns
In the summer of 2026 Duke Energy unveiled the largest capital plan any regulated U.S. utility has ever put on…
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