Archive

Every market call, every breakdown, every trade the family watched.

China Blocked a Completed Deal and Detained the Founders. The AI Cold War Just Escalated.

Apr 28, 2026

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17 min read

China Blocked a Completed Deal and Detained the Founders. The AI Cold War Just Escalated.

Plus: Sanders and AOC push an AI data center moratorium while hosting CCP-linked scientists on Capitol Hill, the Mag 7 earnings gauntlet starts tomorrow, Qualcomm's OpenAI phone deal expands the edge AI thesis, and why the US-China AI split is bullish for domestic infrastructure.

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amazon

The AI Report Card Arrives Wednesday. $645 Billion in Capex Needs to Show Receipts.

Apr 27, 2026

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17 min read

The AI Report Card Arrives Wednesday. $645 Billion in Capex Needs to Show Receipts.

Plus: Microsoft just ended its exclusive OpenAI partnership, Qualcomm rips 13% on an OpenAI smartphone chip deal, Goldman raises Brent to $90, Iran offers to reopen Hormuz, and the Fed meets Wednesday under Powell one last time.

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Anthropic

Apr 24, 2026

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17 min read

Google Drops $40 Billion on Anthropic. ARM Up 87% YTD. The Family Called Both.

Plus: Intel blowout Q1 sends SOX to 10,000 for the first time, the Warsh confirmation path just cleared, and why the family's physical AI infrastructure thesis is printing receipts in real time.

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$TSLA

ServiceNow Just Dropped 17%. The SaaSpocalypse Is Real. Here's What the Family Owns Instead.

Apr 23, 2026

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16 min read

ServiceNow Just Dropped 17%. The SaaSpocalypse Is Real. Here's What the Family Owns Instead.

Plus: why the family only owns software with a data moat or a customer moat, the difference between PLTR and NOW, and the three names that survive the SaaSpocalypse.

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Anthropic

+12

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

Apr 21, 2026

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16 min read

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

Plus: Warsh's $100M+ Druckenmiller fund, his Palantir and crypto holdings, why his AI productivity thesis could unlock rate cuts, and what this means for every ticker the family owns.

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