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The Obesity Pill Race
I was reading Novo Nordisk’s Q3 2024 earnings report last month when something made me stop scrolling.
1 hr ago
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Paul
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The Power Grid Problem Killing Every AI Data Center Project
Virginia has a problem.
Dec 30, 2025
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Paul
The $50,000 Problem Nobody's Pricing Into AI Stocks
Two weeks ago, I was reviewing NVIDIA’s latest earnings call when their VP of Data Center Engineering mentioned something that made me pause…
Dec 28, 2025
•
Paul
The Defense Industry's Best-Kept Secret
I was deep in Lockheed Martin’s annual report last month when a footnote made me stop reading.
Dec 26, 2025
•
Paul
Why I'm Betting on Data Centers, Not Chips
I was tuned into a podcast featuring a developer from Google Cloud’s infrastructure division.
Dec 24, 2025
•
Paul
The $500 Billion Nvidia Competitor Nobody's Watching
I was reviewing Q3 earnings transcripts last Tuesday when something made me stop scrolling.
Dec 23, 2025
•
Paul
The $500 Billion GLP-1 Revolution Coming to Insurance
I was on a call with a former Aetna executive last week when he said something that made me put down my coffee.
Dec 22, 2025
•
Paul
The $800 Billion SpaceX IPO Nobody's Ready For
I was scrolling through Bloomberg three weeks ago when a headline made me immediately sit up straight.
Dec 20, 2025
•
Paul
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