Can Anthropic’s IPO Survive Its Dystopian AI Warnings?
Investors should be able to compare public warnings, internal assessments, and the eventual IPO filing without feeling that they’re reading three different stories.
Data Centers Are Winning Customers While Losing Voters
The AI and data center trade could be impacted by growing political discourse.
The $40 Trillion Reason Bitcoin Woke Up
Here’s what caused the rally (and what didn’t) — and where Bitcoin faces its next test.
There Is No Single ‘AI Trade’ and Demand Is Only Growing
Winners in GPUs, memory, cloud margins, power and AI agents will be determined at different speeds.
AI Is Not a Chatbot Trade
Wall Street is treating AI like one crowded trade, but the companies building its future have very different risks—and very different potential.
Buying This AI Infrastructure Name After Reverse Merger
Nomad’s transportable battery systems could help data centers bridge the gap between power demand and grid infrastructure.
Bitcoin and Ethereum Are Starting to Earn Back My Trust
Persistent buying under Bitcoin’s key support level and improving momentum in Ethereum are shifting my trading bias back to the long side.
Bitcoin Won’t Bottom Until This Happens
Before I get serious about a bottom, I want to see real capitulation. That may mean even the most committed buyer finally cries uncle.
What Really Broke Bitcoin?
A small sale by Strategy may have rattled investor confidence, but the technical damage was already underway.