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How You Can Tell This Bubble Isn’t Popping
Jason WilliamsPosted October 9, 2026
Everyone’s warning that the AI bubble is about to burst. But history suggests that may be exactly why betting it still has room to run is the smartest move to make.
When $8 Trillion Gets Tired of Waiting
Jason WilliamsPosted October 8, 2026
Nearly $8 trillion is sitting on the sidelines — the biggest cash pile ever. History says that’s not a warning sign. It’s fuel for the next leg of the bull market.
Chapter 3: When the Internet Turned Data Centers Into an Industry
Brian HicksPosted October 7, 2026
Once businesses became dependent on the internet, downtime became expensive. Servers had to work all the time. And that required better infrastructure. Suddenly the room containing the computers was...
America's $1.4 Trillion Clock Has No Backup
Jason SimpkinsPosted October 6, 2026
GPS just went down over Los Angeles. The phone calls, trades, and power lines that run on GPS time have no backup — but one small quantum company has built one...
Dr. Profits: How AI Is Saving Lives and Enriching Investors
Jason SimpkinsPosted October 5, 2026
An AI-designed drug appeared to turn back patients' biological age. Big Pharma is pouring billions into AI drug discovery, and one small company got there first.
When Corporate America Built Its First Data Centers
Brian HicksPosted October 3, 2026
The first IBM mainframes required corporate computer centers. The internet would require buildings filled with servers. The cloud would require enormous hyperscale campuses. And artificial...
The Next AI Data Center Could Be Bolted to Your House
Jason WilliamsPosted October 2, 2026
Nvidia is backing a radically different approach to AI infrastructure that will turn ordinary homes into part of the computing network and create a new opportunity for investors...
America’s Rare-Earth Gold Mine Is Hiding in Plain Sight
Jason WilliamsPosted October 1, 2026
Decades of mining left behind mountains discarded material. Now, some of that “waste” could become a critical source of rare earths and a major opportunity for investors.
While Xi Smiled for the Cameras, China Was Buying Gold
Brian HicksPosted September 30, 2026
Sometimes what a country does with its money tells you more than what its leaders say behind a podium. And China has been buying gold at a staggering pace...
Lost Under the Sea
Jason SimpkinsPosted September 29, 2026
GPS can't reach a submarine underwater. So the Royal Navy sent a quantum clock down on an uncrewed sub instead. The small company that built it makes the whole GPS-free navigation stack...
GPS Is Broken
Jason SimpkinsPosted September 28, 2026
GPS jamming is grounding planes over Europe and blinded 1,100 ships in the Persian Gulf. The Pentagon just gave up on a $6 billion fix. One small company already builds what comes next.
The $31 Trillion MoneyQuake Has Begun
Brian HicksPosted September 26, 2026
PwC now estimates the world could spend approximately $31.6 trillion building AI infrastructure through 2050. Approximately $15.1 trillion of that investment could occur in the United States. That's...
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