Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia (NVDA) just reported fourth-quarter earnings, and they were absurd. Beats, beats, and more beats, with Q1 guidance obliterating expectations
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Nvidia (NVDA) just reported fourth-quarter earnings, and they were absurd. Beats, beats, and more beats, with Q1 guidance obliterating expectations
Read MoreFor weeks, John Paulson stayed quiet. He didn’t want to address the elephant in the room. A single bet on
Read MoreEditor’s Note: Every so often, someone shows me something that genuinely changes how I think about markets. Jonathan Rose is
Read MoreAutonomous agents just built a society. Investors should focus on what they didn’t need. This was supposed to be the
Read MoreOver the past few days, I’ve been writing about what I call the “One Rule” economy. In short: Washington has
Read MoreEditor’s note: “Housing Affordability Has Become a Policy Emergency” was previously published in November 2025 with the title, “The Fed
Read MoreFederal supremacy, fast-tracked megaprojects, and a trillion-dollar capital shift are reshaping the market. If you spent the last election cycle
Read MoreFive long-brewing technology curves – humanoids, robotaxis, AI glasses, custom chips, and nuclear – are about to graduate from demo
Read MoreWelcome to 2026. By now, you’ve seen the footage. Blackhawks over Caracas, flashbangs at Miraflores, and Nicolás Maduro in zip
Read MoreThe ball may have dropped in Times Square last week, but that wasn’t the visual that truly marked the dawn
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