
Technology, power & industrial transformation. Deep dives into AI infrastructure & capital allocation.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 129 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||

showed that the company is successfully transforming into an infrastructure giant. Total quarterly revenues increased 21% to $19.2 billion vs $19.10 billion expected. Cloud revenues (IaaS + SaaS) increased 47% to $9.9 billion driven by 93%...
Is a 300% surge justified, and should you invest in Hyliion right now?
While Bloom Energy ($BE) is out there racking up real, multimillion-dollar contracts to deploy fuel cells for data centers, retail investors have driven Hyliion Holding...
While everyone is busy discussing chatbots and AI-generated images, the world is on the verge of a much bigger shift. Barclays predicts that the humanoid robot market will grow 100-fold over the next decade, clearing $200 billion. But hones...
A surging stock price leaves investors with a critical question: wait for a pullback or start building a position?
According to KB Securities, the humanoid market is projected to grow at a CAGR of 77% (2026–2035), expanding from $4B to $66...
Let’s be honest: closing a losing position is brutal, but not because you hate losing money. Money is just numbers on a screen. The real issue is that it is freaking hard to admit you were wrong.
You might have spent weeks digging through...
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The writers behind this newsletter.
Following the tech and the money. NFA
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