Prologis Has 5.8GW of Data Center Power. Now Comes the Hard Part.
The warehouse giant is scaling AI infrastructure. The balance sheet math deserves scrutiny before Q3 earnings on October 15.
Most People Will Wait Too Long
A note from our friends at The Oxford Club(ad) Dear Reader, I’ve seen this movie...
Why Microsoft’s October 7 Event Has Nothing to Do With Gold
September 17, 2026 What Big Tech Is Missing About Gold Big tech headlines are loud....
Intuitive Surgical Is 37% Off Its High. Recurring Revenue Says That Gap Is Wrong.
Five straight quarters of beating estimates, 85% recurring revenue, and a decade-low multiple are the case for ISRG right now.
Elon Says AI’s Tipping Point May Be Closer Than You Think
September 17, 2026 Bonus Content: Iran Escalation and Weapons in Orbit: What Lockheed’s Laguna Remarks...
Grab Is Buying Atome. Can It Underwrite the Risk?
Grab will own distribution and the lending book. Powerful and perilous.
What If the Best Time to Look at Gold Is: RIGHT After It DROPS 11%?
September 16, 2026 Bonus Content: China’s Collapsing ICE Market Is Gutting Platinum and Palladium Demand...
J&J’s Lung Cancer Drug Set a Survival Benchmark. Here Is What Investors Are Missing.
September 16, 2026 J&J’s Lung Cancer Drug Set a Survival Benchmark PAPILLON is historic for...
Waystar Is Down Big. Now It Wants Out.
Waystar hired Evercore to explore a sale, two years after its IPO, with EQT still holding about 13% and analysts…
#1 Power Grid Stock Right Now
September 15, 2026 Bonus Content: Microsoft’s $678 Billion Backlog vs. a 5% Treasury A note...