Cybersecurity

$CRWD $PANW $ZS $NET

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

Amazon Just Bought Starlink a Competitor. Apple Picked a Side.

Apr 15, 2026

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17 min read

Amazon Just Bought Starlink a Competitor. Apple Picked a Side.

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.

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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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