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Trump's $300 Million Bet on Photonics

Jason Simpkins
Posted August 4, 2026

Back in November President Trump launched the Genesis Mission — an AI development project the DOE directly compared to the Manhattan Project. In the past few weeks, that project went from being a...

SpaceX Stock Implodes in 72 Hours

Jason Simpkins
Posted August 3, 2026

SpaceX stock is down almost 50% from its peak, and in 72 hours nearly $116 billion in newly unlocked shares could hit the market. Here's why the bond market already saw this coming — and where the...

The Apollo Program: The Critics Saw an Expensive Moonshot. America Built Technological Capability.

Brian Hicks
Posted August 1, 2026

Today we examine one of the greatest examples of all: the Apollo program. Critics saw an expensive moonshot with little practical value. America built technological capabilities that transformed the...

Gold Miners Are Flashing a Rare Contrarian Buy Signal

Jason Williams
Posted July 31, 2026

Gold miners have been completely abandoned, pushing a powerful contrarian indicator toward levels that have historically preceded some of the sector’s biggest rebounds.

AI's Power Problem Is Real — but Wall Street’s Math May Be Wrong

Jason Williams
Posted July 30, 2026

Wall Street is right that AI will require enormous amounts of power — but history suggests it could be dramatically wrong about exactly how much. Here's what investors need to know...

The Interstate Highway System: The Critics Saw Cost and Disruption. America Built the Logistics Economy.

Brian Hicks
Posted July 29, 2026

Seventy years ago, President Dwight D. Eisenhower proposed a bold plan to connect every part of the United States with a massive highway system. At the time, few people appreciated that they were...

The Pentagon's Plan to Raid Iran for Uranium Isn't About Nukes. It's About Power.

Jason Simpkins
Posted July 28, 2026

Washington isn't just worried about a bomb. It's worried about a fuel it doesn't have enough of. The Pentagon's plan to seize Iran's uranium is really about a supply crisis reshaping nuclear power...

An eVTOL Attack Aircraft and a 20% Stock Surge

Jason Simpkins
Posted July 27, 2026

Archer and Anduril just unveiled Thunder, their defense eVTOL, sending ACHR shares soaring. Here's why one eVTOL stock already beat them to the defense thesis...

ETFs: The Cynics Saw a Gimmick... Investors Gained One of the Greatest Wealth-Building Tools Ever Created

Brian Hicks
Posted July 25, 2026

In January 1993, Wall Street introduced what appeared to be a rather unremarkable investment product. It was simply a basket of stocks, and its purpose was almost deceptively simple: Allow investors...

The Critical Metal the West Can’t Afford to Lose

Jason Williams
Posted July 24, 2026

Tungsten is essential to modern industry and defense, yet China controls most of the world’s supply, creating a strategic vulnerability and a compelling investment opportunity.

Failure to Launch

Jason Williams
Posted July 23, 2026

NatGold’s Kraken launch is officially off. Here’s what we know, what happens to the 106,800 tokens already created, and where the gold-backed digital asset goes next.

Rural Electrification: The Critics Saw Waste. America Electrified Productivity.

Brian Hicks
Posted July 22, 2026

On May 11, 1935, President Franklin D. Roosevelt signed an executive order creating the Rural Electrification Administration. To many Americans, the idea seemed like an enormously expensive effort...