The Lever Archimedes said, “Give me a lever long enough and a fulcrum on which to place it, and I shall move the world.” He was describing physics. He was also accidentally describing the political calculus of September 2026. Oil is the lever. The Strait of Hormuz is the fulcrum. And the same mechanism creating… Read more »
In December 1947, physicists at Bell Labs invented the transistor. It changed everything. For decades prior, vacuum tubes powered every computing machine ever built. The hot, fragile, power-hungry glass tubes failed constantly and limited what was possible. The transistor replaced it all, and not gradually. Computing itself suddenly changed. This wasn’t an improvement on the… Read more »
In NASA’s early days of space flight, there was a problem. Pilots simulated g-forces in centrifuges. At high forces, their bodies sent urgent distress signals. Heart rates spiked, vision narrowed, and they felt crushed. This seemed like a warning to stop. But instruments said otherwise. The centrifuge worked exactly as designed. Training wasn’t about making… Read more »
In 1972, the CIA quietly funded a program that sounds like science fiction. Physicists Hal Puthoff and Russell Targ at Stanford Research Institute studied an artist named Ingo Swann, who claimed he could perceive distant locations given only geographic coordinates. In 1973, they asked him to describe Jupiter before NASA’s Pioneer 10 flyby. He described… Read more »
Space exploration is gaining steam. We see pick and axe plays as a great bet. Here are the best 2 space frontier stocks to own in 2026. There’s a lot of excitement around space potential. Markets just absorbed the largest IPO in history – SpaceX (SPCX). From its peak, shares are down 43%. That’s not… Read more »
The trade of the year is under pressure. Storage and memory stocks are in a bear market. This represents a phenomenal opportunity. Here are 2 oversold memory stocks to buy now after the crash. Over the short run, equity prices reflect supply and demand. Over the long run, prices reflect the earnings power of a… Read more »
The AI trade is under pressure. Many leading stocks have slipped 25%+ in a matter of days. We see a silver lining. 3 AI stocks are screaming buys during the crash. We’ve witnessed a breathtaking rally the past year. Themes including memory, photonics, and advanced semiconductors have rightfully zoomed as demand from AI data centers… Read more »
If you missed the memory and storage boom, I’ve got good news. Another bottleneck is presenting itself in silicon photonics. Here are the top 3 silicon photonics stocks to own in 2026 and beyond. If you want an edge in the AI trade, pay attention to what top CEOs say. NVIDIA’s Jensen Huang said it… Read more »
The quantum race is moving at breakneck speed. Just this week, President Trump signed an executive order for a powerful quantum computer by 2028. The stakes are massive. Here are 3 top quantum computing stocks to own in 2026. Humanity is racing towards one of the most important technological breakthroughs of our lifetime using a… Read more »
The trade of the year hasn’t slowed. We are updating our call to own top tier chip names. Here are 3 AI storage stocks critical to the data center buildout. We’ve been on record about the huge opportunity in the chip space. Back in October, we showcased how a flood of capital was chasing memory… Read more »