ASML

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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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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Intel

+12

Anthropic Built an AI Too Dangerous to Release. Then Gave It to 12 Companies.

Apr 8, 2026

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1 min read

Anthropic Built an AI Too Dangerous to Release. Then Gave It to 12 Companies.

Project Glasswing just changed who wins the cybersecurity war. Plus: ceasefire rally sends Dow up 1,093 points.

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The $400 Million Machine Nobody Is Talking About

Apr 6, 2026

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1 min read

The $400 Million Machine Nobody Is Talking About

ASML's 100% monopoly on AI's most critical bottleneck — and why $AEHR is up 16% this morning.

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