The Blue Wave Might Save the AI Trade
The Democratic sweep may slow the AI buildout. That could improve the economics for hyperscalers, the grid, and software companies with real demand.
AI’s Trough Is Where the Work Starts
AI expectations and infrastructure credit are resetting. The opportunity is to find the customers, workflows, and assets that still work when easy money leaves.
Elon Musk’s Neocloud Obituary Is Early
Musk predicts a neocloud wipeout. Anthropic’s S-1 points to a larger compute market, real financing risk, and a changing game for AI infrastructure through 2034.
Market Seasons: What Larry Williams Got Right—and How Retail Investors Can Use It
Markets do rhyme with the calendar – but the rhyme is probabilistic, not contractual. Here’s how to use seasonal, presidential and Fed cycles without turning them into superstition.
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