Palantir Is Down 27% — And I’m Not Selling
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Most Investors Are Missing This Massive Opportunity
Despite widespread investor nervousness driven by war, rising oil, inflation, and Fed concerns, the speaker argues that focusing on fear blinds people to a significant, early opportunity in AI and tec…
AI’s Real Bottleneck
While many investors focus on AI chips, this perspective is too narrow. The true bottleneck for AI scaling isn't just the chips, but the massive power infrastructure required to run them. AI demands i…
Most AI Investors Are Looking in the Wrong Place
AI's growth is constrained by power, not just chips. While investors focus on GPU demand, the speaker argues that AI is becoming a physical infrastructure buildout story, with massive electricity requ…
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Stocks I'm Buying and Selling Right Now
Couch Investor
The Couch Investing portfolio was down 0.53% last week, outperforming the S&P's 2% drop. Year-to-date, the portfolio is down 7.2%, while since inception, it's up 133.7%. Key portfolio changes include…
CRAP: 24 Hours LEFT.
Meet Kevin
The US has issued a 24-hour ultimatum to Iran: fully open the Strait of Hormuz or face American strikes on its power plants and vital infrastructure. This follows President Trump's recent flip-floppin…
Trump FLIP FLOPS on Iran
Meet Kevin
Today's market experienced a "disaster" day, largely attributed to President Trump's constant flip-flopping on the Iran conflict, creating significant market uncertainty. The 10-year Treasury yield sk…