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VC is flooding defense-tech at record pace, re-rating the whole listed defense basket, not just one name.

Compute deflates faster than memory, so purpose-built inference silicon takes share from general GPUs.

Just buy big companies at their 200-week moving average, dead simple but it works

SpaceX now holds most of Musk's wealth and bundles rockets, Starlink, Grok and X; long Musk is long SPCX.

Selling compute not strings collapses software's fat margins, so all the money flows to the biggest scale player

Per-seat SaaS reprices down while usage-billed platforms capture the agent spend; Snowflake's revenue scales with consumption.

Inference becomes the biggest market in the world, the firm producing most tokens wins

NVIDIA stays the best chip because only a dedicated single-product chipmaker takes the real risk to win

Time-to-power gates AI scaling; onsite fuel cells that bypass the grid queue re-rate as the bottleneck bites.

TSMC keeps winning because its customer service moat, not just tech, lets it out-collaborate every rival

AI uncertainty over which firms survive should crush long-dated multiples on incumbent software like Salesforce

If AI earnings uncertainty and fewer mandated disclosures lift vol permanently, VIX-futures exposure reprices up.

High-bandwidth memory decommoditizes as AI demand leaves DRAM and NAND 30% short

NVIDIA rides 10x annual AI compute growth with the world structurally short on chips for years

Delta and Advanced Energy ASPs climb 40% a year as each Nvidia chip needs far more power

Anthropic's coding lead and oligopoly position drive 10x sales growth into a multi-trillion AI market

Uber turns AV demand aggregation into another trillion-dollar marketplace as ride costs fall and demand explodes