The Latte

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

The 53-Month Problem: Why Data Center Wait Times are Making the "Picks and Shovels" Trade Even Better

AI Meets the Reality Check

Microsoft stumbles, gold whipsaws, and markets start asking harder questions about returns.

Best Data Center Cooling Stocks for AI 2026? Why Nvidia Vera Rubin Chip Cooling Implications Don’t Kill the Thesis

Is Tesla an AI Company? Why the Tesla Dojo Supercomputer and Tesla Optimus Robot Are Redefining Tesla Robotics Investment

Looking for the Best Growth Stocks? Here Are 10 Things You Should Know

The Data Center Power Crisis: 3 Stocks Solving the Energy Gap

Quanta Services $PWR: Positioned at the Center of America’s Power Buildout

The infrastructure behind data centers, reshoring, and grid expansion