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Big Tech's $405B Bet: Why AI Stocks Are Set Up For A Strong 2026 

The latest quarter showed a 19% QoQ increase in Big Tech spending, confirming continued conviction in the build-out of AI infrastructure. Capital spen...

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Alphabet Gives Thanks For Gemini: AI Breakthrough Fuels Gains 

After a volatile week, the AI trade appears to be back on, with leading tech companies clawing back much of last week’s losses. Alphabet has been cent...

My Biggest Energy Call In Years - And Almost Everyone Is Missing It 

Texas Pacific Land Corporation, LandBridge Company LLC, and WaterBridge Infrastructure LLC are poised to benefit from the next phase of U.S. shale, du...