“HBM demand for AI is insane and Micron is one of only three companies that can make it”
“Crypto-native platforms are building the financial infrastructure of the future. Traditional brokerages are Blockbuster in 2005.”
“Deep value stocks are value traps in a world of exponential technological change. Disruptive innovation compounds while legacy business models decay.”
“Tesla is an AI and robotics platform, not a car company. Robotaxis will generate 10x the margins of vehicle sales. Legacy auto cannot compete.”
“Rocket Lab is the SpaceX for the rest of us, Boeing can't even get Starliner to work”
“Block is building a vertically integrated financial ecosystem for the underbanked. Traditional banks are burdened by legacy tech and regulation.”
“Palantir's AIP platform makes enterprise AI actionable. Legacy consulting firms sell bodies, not intelligence. AI disrupts the consulting model.”
“Delta is the premium carrier winning business travel, Southwest's open seating model is dying”
“Bitcoin is a superior store of value — scarce, portable, divisible, and programmable. Gold is a relic. Institutional adoption is still in the first inning.”
“NuScale's small modular reactors are the only way to power the AI data center buildout”
“NextEra is the clean energy utility that actually makes money, AES is a hope trade”
“CRISPR, multi-omic sequencing, and AI-driven drug discovery will obsolete blockbuster drug models. Genomics is healthcare's iPhone moment.”
“Netflix cracked the ad tier and password sharing, Disney+ is still figuring out how to not lose money”