MarketAnalysis

TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

CoWoS packaging capacity is expanding 3.6x by 2026

TSMC

+10

Palantir's $5.4B Government Contract Surge: Which Defense ETFs Win?

Palantir's $5.4B Government Contract Surge: Which Defense ETFs Win?

How software-defined defense is splitting $ITA, $XAR, and $SHLD returns

PLTR

+11

Tariffs, Debt, and Defense ETFs Up 66%: The Trump 2.0 Playbook Nobody's Talking About

Tariffs, Debt, and Defense ETFs Up 66%: The Trump 2.0 Playbook Nobody's Talking About

$3.3 trillion in expected tariff revenue became $2.5 trillion

SupplyChain

+10

Gold vs Bitcoin: Who Won the 2025 Debasement Trade

Gold vs Bitcoin: Who Won the 2025 Debasement Trade

Record $1.28 trillion in inflows crushed 2024's previous high

ETF

+9