$ARM

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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Intel

+16

Markets Want to Go Higher. Here's How We Know.

Apr 13, 2026

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1 min read

Markets Want to Go Higher. Here's How We Know.

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.

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Anthropic

+11

CRWD Down 7%. PANW Down 9%. The Market Has This Backwards.

Apr 10, 2026

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1 min read

CRWD Down 7%. PANW Down 9%. The Market Has This Backwards.

The forgotten Navy Admiral inside every NVIDIA chip, and why $ARM is the AI royalty trade nobody's making.

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