Anthropic, Claude, Opus, Glasswing, Mythos, Dario
Anthropic
+6
Apr 24, 2026
•
17 min read
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.
+12
Apr 21, 2026
16 min read
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.
+9
Apr 15, 2026
Plus: the spectrum the world's billionaires are quietly fighting over, the four space stocks the family is watching, and the AI cancer thesis from yesterday already cooking.
Intel
+16
Apr 13, 2026
1 min read
The S&P 500 absorbed the worst news cycle in years without breaking. History says what happens next: an average 31% return over the following 12 months.
+11
Apr 10, 2026
The forgotten Navy Admiral inside every NVIDIA chip, and why $ARM is the AI royalty trade nobody's making.
Apr 8, 2026
Project Glasswing just changed who wins the cybersecurity war. Plus: ceasefire rally sends Dow up 1,093 points.
