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SpaceX Built the Highway. These Companies Are Building the Exits.
Jason WilliamsPosted September 18, 2026
SpaceX solved the biggest problem in commercial space. Now a new group of companies is building the transportation, testing, and logistics network needed for what comes next.
Wall Street Is Selling Defense at the Wrong Time
Jason WilliamsPosted September 17, 2026
Defense stocks are slipping as military budgets, weapons orders, and multiyear contracts keep climbing. That disconnect is creating one of the sector’s best buying opportunities.
The Buyer of Last Resort Has Arrived
Brian HicksPosted September 16, 2026
On August 19, the U.S. Treasury announced that it would at least double the size of its liquidity-support buybacks for longer-dated Treasury securities beginning September 9...
Don't Get Played: SpaceX Is the Trade, Not the Investment
Jason SimpkinsPosted September 15, 2026
Wall Street's chasing space stocks harder than it has in years, but the biggest name in the sector isn't the best way to play it. The numbers show why...
A Tech Revolution Is Flying Under the Radar
Jason SimpkinsPosted September 14, 2026
Markets are fixated on bond yields, rate hikes, and Iran. Meanwhile, electric air taxis are clearing their final FAA certification hurdles, drawing Pentagon dollars and serious defense-tech...
Investing in Memory Sector Stocks? There’s a Bigger AI Opportunity Wall Street Is Missing
Jason WilliamsPosted September 11, 2026
Memory stocks are soaring as AI demand explodes. But the bigger opportunity may be hiding in the infrastructure bottleneck Wall Street still hasn’t fully priced...
China Is Showing Us What Comes Next
Jason WilliamsPosted September 10, 2026
China is tightening its grip on critical minerals again. Tungsten could be next — and America may be running out of time to build a supply chain of its own.
The Industrial Twin Is Becoming Investable
Brian HicksPosted September 9, 2026
One of the biggest mistakes investors make during periods of great technological change is assuming the biggest winners will always be the companies making the headlines. Track record suggests...
It "Shot Down Everything We Put in the Air"
Jason SimpkinsPosted September 7, 2026
The Pentagon ran two classified live-fire tests of Golden Dome hardware. The system shot down every target. And non-program-of-record companies were invited to watch.
The Industrial Twin Is Bigger Than You Think
Brian HicksPosted September 5, 2026
The average investor sees ChatGPT and thinks about software. But artificial intelligence isn't merely a software revolution. It's one of the largest industrial construction projects America has...
The Data Center in Your Backyard
Jason WilliamsPosted September 4, 2026
The next AI infrastructure boom may not be built on massive campuses at all. Instead, it could be built one house, one neighborhood, and one tiny data center at a time.
Britain Just Made a $96 Million Tungsten Bet
Jason WilliamsPosted September 3, 2026
Britain just committed $100 million to secure domestic tungsten while the U.S. is tightening its grip on supply. The global race is accelerating, and this stock could be positioned to benefit...
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