Sovereign AI

Trump's AI Manhattan Project: Why Energy Stocks Just Became the Smartest Play in Tech

Trump's AI Manhattan Project: Why Energy Stocks Just Became the Smartest Play in Tech

Trump's energy order changes everything

U.S. vs China

+9

Why Defense ($ITA) is the New Utility Sector: The End of the Cycle

Why Defense ($ITA) is the New Utility Sector: The End of the Cycle

From Cyclical Trade to Structural Compounder in a Sovereign AI World

Defense Sector

+11

Why Wall Street Missed the Real Story in the $1 Trillion Saudi Deal

Why Wall Street Missed the Real Story in the $1 Trillion Saudi Deal

How lifting chip export restrictions unlocked $68B in new revenue that's not priced yet

Investment Strategy

+12