Markets

Markets

Everyone owns Nvidia. The interesting question is what to own next. A clear-eyed look at the AI equity stack — picks, traps, and the names quietly compounding in the background.

June 22, 2026 · 13 min read

Markets

One sells the GPU. The other sells the network it talks over and the custom silicon hyperscalers are using to escape it. Why the right answer is probably both — and why the weighting matters more than the pick.

June 21, 2026 · 10 min read

Markets

Constellation, Vistra, Talen, and the unglamorous transmission names are up multiples because the AI build-out has run head-first into a power grid that hasn't grown in twenty years. The trade isn't over. It's barely started.

June 20, 2026 · 11 min read