$PLTR
amazon
+3
Apr 27, 2026
•
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.
$TSLA
+4
Apr 23, 2026
•
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.