AI-powered market analysis and insights

NextEra just dropped $67B on Dominion Energy, $D popped 12%, and Virginia's 'Data Center Alley' is why. Plus: $REGN craters, $SPCE wannabes rejoice.

Iran threatening to close the Strait of Hormuz. Saudi Aramco's CEO skipping conferences. Ryanair predicting airline bankruptcies. Your Monday morning, served cold.

Everyone's staring at NVDA. Meanwhile, these three under-the-radar names are sitting on real catalysts and zero hype — which is exactly how we like it.

Walmart, Home Depot, and Deere report this week — and with gas at $4.51, consumers stressed, and a possible CPI starting with '4', the vibes are complicated.

Simon Dixon's latest video claims Peter Thiel and Jeffrey Epstein ran a 2014 disinfo op against Bitcoin. Wild? Yes. Completely dismissible? Harder than you'd think.

AI infrastructure stocks AAOI, LITE, and Coherent posted 21-53% gains in a single week. The smart money already rotated. Did you?

Iran's Revolutionary Guards are threatening to close the Strait of Hormuz. National avg gas hits $4.51. Social sentiment is somewhere between panic and 'I told you so.'

Oil hit $109/barrel, the 10-year cracked 4.6%, and the Trump-Xi summit gave markets a Boeing deal and a shrug. This week had range.

Trump signed an EO fast-tracking psychedelic therapy. J&J's adjacent drug just hit $2B annualized revenue. And three tiny biotechs are sitting right in the blast radius.

A €1B daily EU-China trade deficit, a $61M/day transit strike, and lumber up 10% YoY. The macro picture isn't pretty — and markets are just starting to notice.

Macro is swinging a wrecking ball at crypto sentiment this week. Here's what Reddit and X are actually worried about right now.

Lumber's up 10% YoY, 2x4s cost $3.48, and Lowe's hardware floor is a ghost town on a Saturday. The housing freeze is real — and it's got receipts.