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Caterpillar: Valued for an AI Infrastructure Supercycle
Industrial Multiples Are Expanding as Capital Rotates Out of SaaS
Mar 2
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January 2026
NVIDIA is bailing out $CRWV. Independence of Neoclouds is dead.
NVIDIA has officially solidified its transition toward a vertical trust model, utilizing CoreWeave as a vehicle for direct expansion into the cloud…
Jan 27
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The Greenland crisis: Nebius, Infineon, and the winners of Europe's "Digital Iron Curtain"
Why the trade war with Washington and the Greenland ultimatum are forcing Europe to pump massive capital into its underfunded infrastructure
Jan 18
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The Lithium Gatekeepers: How the Australian MAGA-Rinehart Axis is Redrawing the Map of Greenland
The Great Lithium Paradox: Triple-digit stock gains and zombie-factories. How billionaires are cornering the market and the global fight for critical…
Jan 15
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December 2025
The Untold Story Behind Nvidia's $20B Groq Deal: Who's Really Holding the Cards
From a $10M seed to the largest chip acquisition ever - the investor chain reveals what Jensen Huang really bought
Dec 26, 2025
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NeoClouds for Sale: Can META Buy Nebius?
Next Year Will Be the Year of M&A for NeoClouds. What Happens to IREN, CIFR, and WULF?
Dec 23, 2025
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The NeoClouds Crush Was Not Just About Earnings
How AI economics, proxies, and power collided
Dec 19, 2025
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The AI Sell-Off Is About Pricing Power, Not Demand
Why markets are repricing AI infrastructure, from Broadcom to data centers, and what really matters for returns
Dec 16, 2025
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Why GE Vernova Is the Stock That Survives Every Market
Why GE Vernova Is the Stock That Survives Every Market
Dec 14, 2025
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Oracle's Secret Weapon
What Oracle Earnings Mean for CoreWeave, IREN, and Cipher Mining
Dec 11, 2025
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Balance Sheets Now Matter As Much As AI Stack and Power
How capital deployment by IREN, CRWV and other Neoclouds is separating winners from followers in AI infrastructure
Dec 9, 2025
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Credo Technology: does it have a room to run after blowout quarter?
A deep dive into the AI connectivity leader that's up 500% from IPO—and why its trajectory mirrors another high-flyer that corrected 40%
Dec 7, 2025
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Edge Of Power
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