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2026May

The AI Trade Has 10 Days Left

Posted May 29, 2026

After June 8, every analyst on CNBC catches up. The whole game is getting there first.

The Weekend Effect

Posted May 28, 2026

Wall Street clocks out on Friday. The market’s most explosive setups often don’t.

The Rise of Space Nationalism

Posted May 27, 2026

SpaceX rings the bell on June 12. The sky is already being parceled out. The question now is whether you own a parcel.

Elon's Missing Metal

Posted May 26, 2026

A continent without this metal isn't going to Mars. We're watching for the company that fixes that.

AI Speaks Sperm Whale

Posted May 25, 2026

AI learned whales basically speak Chinese. Also, are linguists the new quants?

The Dull Man’s Dollar

Posted May 22, 2026

Take off the leotard. Underneath is a plain thesis.

The Death of Electronics

Posted May 21, 2026

Electronics had a good run. The next one belongs to light.

Terafab is the Smoking Gun

Posted May 20, 2026

The world's most aggressive vertical integrator just made his biggest bet yet.

THE $1 QUADRILLION PATENT

Posted May 19, 2026

Elon believes this shift—space-based power feeding space-based AI—could unleash $1 quadrillion in new wealth. Here’s how to play it.

The Billion-Dollar Doorbell

Posted May 18, 2026

I've had most of the Shark Tank cast on my podcast over the years. Jamie Siminoff beat all of them.

Humanoids Cost Less Than Funerals

Posted May 15, 2026

When human liability exceeds robot cost by 5x, humanoid deployment becomes inevitable. Here’s the “digital twin” company every dangerous job will need.

Solve Anything in 50 Words (Or Less)

Posted May 14, 2026

Every breakthrough—the books, the movies, the science—happened because freedom got taken away. Here’s how to apply it to your life.

The Stablecoin Sandwich

Posted May 13, 2026

Nobody wants to be first. Nobody can afford to be last. Stablecoins are next, at ten times the scale.

Iran Played Its Last Card

Posted May 12, 2026

I had Brandon Webb on the podcast this week. This is what he told me about Iran.

It's a Bird! It's a UFO! It's Starlink!

Posted May 11, 2026

Starlink is spearheading the most important AI infrastructure project of the decade. Here’s how to invest.

Jeeves Is Dead. Long Live Jeeves.

Posted May 08, 2026

The pattern is always the same. Build the layer underneath. Collect the toll. SpaceXAI wants the toll booth.

The SpaceX Backdoor

Posted May 07, 2026

Retail is scrambling for a backdoor way into Musk’s space company before the big IPO. Here’s what they don’t know.

Crypto’s Exponential Era

Posted May 06, 2026

Exponential growth happens in the back half. Compounding is brutal at the start and unrecognizable at the end. Here’s the trick…

AI’s Painted Token Test

Posted May 05, 2026

While the AI giants fight in the living room, the real infrastructure shift is happening in the crawl space.

Two Houses on Maple Street

Posted May 04, 2026

Same job, same salary, same house—one neighbor figured out what the other didn’t.

Grand Theft Nintendo

Posted May 01, 2026

For the first time since 1985, Nintendo is about to lose its crown. Here’s how to play it.