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Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
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Goldman Sachs M&A co-head: this is the biggest M&A year in the history of the world
16 insights: why he says 2% of companies report AI in their earnings, who actually pays for the 2028 Los Angeles Games, and why he says there is no M…
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"I would never ever bet against Elon": Positron co-founder on data centers in space
17 arguments: Why he calls the anti-data-center turn a Chinese psyop, what cached tokens do to AI margins, and why he trusts Oracle's credit over the…
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Treat a $400K nest egg like $300M, says Armington Capital founder
10 principles: The five funds he puts 20% each into, why he says middle-class investors take more risk than rich ones, and the two commodity ETFs he…
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Founders 100 ETF portfolio manager: founder-led stocks beat the S&P by 3x over 30 years
6 principles: why founder-led stocks aren't just a tech bet, how 11,000 names get cut to 100, the 7.5% cap, and the 90-day rule that ends a position
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AFR markets reporter on Cathie Wood: "Her fund fell 23% in 2021 and then 67% in 2022"
11 insights: Her case for global GDP growth above 7% by 2030, the $500K Bitcoin base case, and the US data-center backlash she says keeps her up at…
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Getting a kilogram to orbit went from $18,700 to about $150, says Baron Capital's CEO
12 numbers: The $71B his firm has made clients and the $30B of it that came from Musk, the 100,000-satellite Starlink plan he values at $14T, and why he…
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The next CPI print starts with a 4 and stays there to March, says DoubleLine's CEO
14 calls: The portfolio he has moved entirely out of AI, why he says 30-year TIPS never protected anyone from rising rates, and the sector he calls the…
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Former 7investing adviser: Tesla was a $40B value stock, at $1.12T it's a buy-hold
10 takeaways: The 2019 call that got him called crazy, why falling slower than the EV market is enough, and the $721 model that Tesla has already fallen…
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Fidelity's first foreign fund manager: AI is the biggest misallocation in history
6 arguments: Why he says the cash flows do not exist, what the Treasury Secretary and the Bank of England have in common, and the one advice he would…
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Carnegie fellow: a pause on frontier AI alone is too good a deal for China to happen
21 arguments: Why he puts about 10% on doom once political outcomes are counted, the compute-for-access deal he wants Europe to strike, and why…
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Elon Musk: have the AI labs test each other's models, and China would probably agree
13 takeaways: What SpaceX's president says computer rental is doing to revenue, the 50–60% odds on catching Starship next flight, and why Terafab exists…
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