D-Wave Quantum (QBTS): The JPMorgan Catalyst vs. The Underlying Data On Monday, October 13, 2025, the quantum computing sector experienced a sudden, violent repricing. D-Wave Quantum (QBTS) shot up over 25%—to be precis...
The Energy Fuels (UUUU) Stock Surge: Analyzing the Catalyst and What the Data Suggests Next The stock chart for Energy Fuels (UUUU) over the past three months is not a chart; it’s a cry for help. A near-vertical line representing a 194% gain,...
Wells Fargo's Q3 Earnings Aren't About a Bank: They're About a Tech Revolution Generated Title: The Ghost in the Machine: Wells Fargo's Q3 Numbers Hide a Deeper Story About AI's Wall Street TakeoverLook, I know what you’re think...
Oklo's Nuclear Innovation: Why It’s Soaring and What It Means for Our Energy Future I’ve been watching the conversation around Oklo, and I have to say, the financial world is missing the point. Completely. Pundits are stuck debating p...
The Future is Built on TSMC: Why It's the Key to Our AI Future The Invisible Architect: Why a Single Company, TSMC, Is Quietly Building the Next RealityWe’re all living through the NVIDIA moment. Every week, it s...
MARA Stock's Dual Identity: Bitcoin Mining Reality vs. AI Hype In the first week of October 2025, Marathon Digital Holdings (NASDAQ: MARA) was the darling of the momentum crowd. The stock was carving out a textboo...
Howard Marks on the AI 'Bubble': What He Said vs. What He's Really Selling Us So, the great Howard Marks has descended from the mountain to deliver his wisdom. The billionaire co-founder of Oaktree Capital, the guy whose memos W...
Rigetti's Real Quantum Advantage: What Wall Street Is Finally Seeing (And What It Means for Us) Of all the technologies I’ve studied in my life, none bend the mind quite like quantum computing. We’re told to think of a classical computer bit as a...
Hyundai Plant Deaths: What We Know About the Worker Deaths and Federal Raid In the world of corporate finance and manufacturing, we traffic in numbers. Projections, capital expenditures, production targets—these are the metric...
The Future of the Stimulus Check: What This Viral Rumor Reveals About the Future of Money There’s a ghost in our national machine. It’s a whisper that travels through fiber optic cables and appears as a flash of light on millions of phone s...
