A look inside our private quarterly call
A look inside our private quarterly call
Here’s a preview of what Stephen, Chris, and Justin had to say on our latest quarterly call…

Where Innovation Meets Investing

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 The Venn diagram that handed us our solar double
This simple framework helped us pick the right winner from this booming megatrend…
I hate this about investment newsletters
It’s easy to celebrate gains, but much harder to do this…
The #1 risk to the AI bull market
AI’s next constraint isn’t raw compute power… it’s this.
What really matters heading into 2026
The next big AI winners are…
I was wrong about Google
The greatest investing lesson I learned from Charlie Munger
We have to talk about Nvidia
What to do about the crypto selloff
What if you could create the perfect stock from scratch?
Can AI save America’s $1.3 trillion problem?
The “native AI” stock with $1T potential

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