The Latte

A Softer Economy, a Smarter Market

GDP decelerates, capital rotates, and conviction shifts toward cash-flow resilience.

The Asymmetry in AppLovin $APP

High margins, AI tailwinds, and reset expectations

AI Grows Up

Markets stop paying for promises and start demanding returns.

The AI Loser Hunt: How to Spot the Stocks Getting Steamrolled by the Revolution

Vistra vs. Constellation vs. Oklo: Which Nuclear Stock Wins the AI Power Boom?

Reddit $RDDT: When a Great Story Gets Cheaper

After a sharp pullback, the fundamentals look stronger than ever

Forget Solar: Why the AI Revolution is Turning Nuclear (and 2 Stocks to Watch)

AI infrastructure needs 24/7 power. Forget solar—nuclear energy is the reliable solution. Discover why $CEG and $VST are the best growth stocks for the AI energy crisis.

The Memory Supercycle: Why Storage is the Next Big AI Trade of 2026

From Narrative to Numbers

Earnings season forces tougher questions on AI returns and market leadership.

The $80 Billion Rent Check: Why Microsoft and Amazon are Making Data Center REITs Rich

SNDK: A Picks-and-Shovels Play on AI

Strong datacenter growth, expanding margins, and a valuation disconnect

The SaaSpocalypse: Why First Principles Lead Back to the Physical World