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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.