Deep Dives
Micro-learning The Progress Shaping Tomorrow
Market & Macroeconomy
U.S. Macro Dashboard
- IonQ — Structural tailwinds; margin expansion; quantum technology development/adoption.
- Salesforce — Undervalued in near-term; strong AI integration; growing SaaS margins.
- Palantir — Multiple > 600× flat stock growth trajectory.
- Intel — Overhyped after Nvidia/AMD deals; financial risk and GPU laggards.
Daily Reads
Updated on a frequently on a day-to-day basis, covering current events in finance, technology, markets, & more…
How Macro Forces in 2025 Reshaped My Thinking
How Macro Forces in 2025 Reshaped My Thinking
Your Company Has a Nervous System. It’s Missing Its Immune System.
Enterprises continue to face increasing obstacles from threat actors, relying on an outdated and reactive cyber ontology. Here’s what emerging trends can tell us about cybersecurity in 2026.
The Circular Deal Around AI, And Where “Data-Rich” Companies Fit
The AI ecosystem continues to expand, with circular deals continuing to fuel the technologies and scalability. Here’s where “data-rich” companies fit in.
Examining Quantum, And Its Impact On The Future Of Tech
Quantum computing is little-known by the general public, yet today, is at the epicenter of potentially multibillion dollar government deals in which equity is being exchanged for R&D capital.
Analysis: A Deep Look Into Netflix’s Q3 Earnings
Netflix reports Q3 earnings with inline revenue numbers but increased costs, and a strained EPS. What this means moving forward into earnings season.
Why Rare Earth Materials & Minerals Matter
Understanding what’s behind rare earth minerals, their importance to technology and national security, and the international frenzy over their supply chain.
What the 2025 US fiscal budget may preview for 2026 markets
What shifting US international policy, the 2025 fiscal budget, & broader economic trends can tell us about markets, innovation, enterprise health in the near and long-term.
Q3 Earnings Converge With Macro & Monetary Uncertainties
US equities kickoff Q3 earnings with banks and financial institutions up first. JPMC, BofA, Goldman Sachs, and others have all reported standout earnings, although “cracks” in credit are emerging.