Research & News
Take lessons from failed ‘disruptors’ to profit from the AI data center boom.
Weekend Windfalls
Subscription
Before we get to your portfolio updates, here’s a look at what our process looks like … and why we passed on a great-looking target.
By Chris Graebe On February 2, 202407:00 AM Eastern
2024 is already starting to show some wild tendencies in the startup world. Here’s what else is coming.
By Nilus Mattive On February 1, 202403:44 PM Eastern
Here is the replay link for yesterday’s event. I also dig into some of your questions a bit more.
By Jon D. Markman On February 1, 202401:19 PM Eastern
The semi cycle is building a bottom. Here’s a quick trade to take advantage.
By Sean Brodrick On February 1, 202410:26 AM Eastern
Congrats on your copper gains. Plus, uranium stocks have popped. Here’s what to do.
By Jon D. Markman On February 1, 202407:00 AM Eastern
Last week, investors got a glimpse of the future … and the past of the semiconductor industry. A big opportunity is shaping up.
By Chris Graebe On January 31, 202403:22 PM Eastern
We’re not only sharing details on the 3 startup finalists we’ve chosen for Q1, but we’ve also got some important updates for you
By Nilus Mattive On January 31, 202401:53 PM Eastern
I’m going live right now. Come join me.
By Sean Brodrick On January 31, 202412:09 PM Eastern
Plus, our new pick, a small biotech with an AI edge, is high-risk, high-reward.