Newest thesisMarketsJuly 20, 202616 min read
TSLA and SPCX: Why I Am Bullish on Tesla and SpaceX Stock
Tesla is building mobility, energy, autonomy, and physical AI on Earth. SpaceX is building launch, Starlink, and orbital infrastructure above it. Here are my two bull cases and the risks that could break them.
GOOGL Stock: Why I Am Bullish on Alphabet Before Q2 EarningsJuly 19, 2026 - 13 min read
Iran War Update: U.S. Strikes, Hormuz, Oil, and What Investors Should Watch NowJuly 19, 2026 - 10 min read
OKLO Stock: Why I Am Bullish on Advanced NuclearJuly 15, 2026 - 8 min read
USAR Stock: Why Bullish Sentiment Is Building AgainJuly 15, 2026 - 9 min read
Fresh Posts
View all posts
NBIS: The AI Cloud Capacity Trade Is Getting Real
Nebius has real revenue, real hyperscaler contracts, and a huge capital bill. The next question is whether capacity becomes durable cash flow.
$LITE Stock: The AI Optics Trade Wall Street Just Found
The AI buildout needs optical links as much as chips. Here is the Lumentum bull case, valuation risk, and chart setup.
Why Michael Burry Has Got the AI Trade Wrong
Burry is right to smell AI froth, but wrong to treat Nvidia, Palantir, semis, and the whole AI stack like one fake trade. This is the cleanest new lead for readers who want a sharp market opinion with receipts.
$HOOD Stock: My High-Conviction Robinhood Pick for July 2026
Robinhood is trying to become the default global finance app. Tokenized stocks, prediction markets, crypto, options, and product speed make HOOD one of the highest-energy fintech stories on the board.
$APP Stock: The AI Ad Engine I Like After the Reset
AppLovin is not a chip trade. It is an AI conversion engine with wild margins, e-commerce upside, real controversy, and a setup that only works with strict risk control.
RKLB Stock: My Rocket Lab Bull Case After the Iridium Deal
Rocket Lab is more than a launch story now. The Iridium deal puts the satellite and space-systems business in the spotlight, which is why RKLB deserves a serious watchlist spot.
Money and Policy Readers Keep Clicking
More wealth posts
No Tax on Tips and Overtime: What the IRS Guidance Means
The practical breakdown for workers, side hustlers, and families trying to understand what actually changes in the tax math.
Trump Accounts for Kids: How to Open One and Use It Smartly
Who qualifies, how parents can open the account, what the $1,000 newborn seed actually means, and the checklist before treating it like free money.
The $50K Salary First $100K Plan
A clean, no-fluff path from ordinary income to the first real wealth milestone without pretending budgeting alone makes you rich.
Trending Now
1TSLA and SPCX: Why I Am Bullish on Tesla and SpaceX StockJuly 20, 20262GOOGL Stock: Why I Am Bullish on Alphabet Before Q2 EarningsJuly 19, 20263Iran War Update: U.S. Strikes, Hormuz, Oil, and What Investors Should Watch NowJuly 19, 20264OKLO Stock: Why I Am Bullish on Advanced NuclearJuly 15, 20265USAR Stock: Why Bullish Sentiment Is Building AgainJuly 15, 2026