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NickJul 13

Every Robot Needs Bearings

The market cannot yet tell you which robot form factor, OEM, or actuator architecture wins. It can tell you one thing with near certainty: whatever gets built will be full of bearings. Every motor and every joint in a robot requires at...

Steve HoechsterAug 7

The Pinnacle of Personalization

AI, actually Generative Artificial Intelligence, has already shown an ability to quickly get a clear sense of individual wants, needs, and tendencies. That has already been applied to a range of marketing activities that can be...

Jean-Gabriel YoungJul 22

The AI Trade After the Obvious Part

The easy AI thesis is no longer scarce. Everyone knows the large models matter. Everyone knows @Nvidia matters. Everyone knows hyperscaler capex matters. Everyone can say “agents,” “compute,” “power bottleneck,” and “data centers” without...

NickJul 13

Every Robot Needs Bearings

Steve HoechsterAug 7

The Pinnacle of Personalization

Jean-Gabriel YoungJul 22

The AI Trade After the Obvious Part

Jean-Gabriel Young

Middle East Reconstruction+6.18% 1y

Today’s Brief

Trump Calls High Gas Prices "Small Price to Pay" for Iran War

Trump Deploys Third Aircraft Carrier to Gulf as He Weighs Strike to 'Finish' Iran

Brazil ETF Plunges Nearly 20% Overnight as Lula Wins Fourth Term and Bolsonaro Seeks Annulment

Lula Leads Brazil Runoff by 1M Votes With 66% Counted Amid Annulment Warnings

SpaceX Closes $40B Debt Deal for AI Chips

SpaceX Closes $40B Debt Raise to Fund AI Compute Buildout

European Commission Targets Year-End Deadline to Plug €70B Ukraine Budget Gap

Japan Convenes Cabinet-Level Meeting After GMO Breach Hits More Than 70 Brokerages

Apple Raises iPhone Duo Orders 30% After Foldable's Initial Sellout

Algeria to Send Troops to Niger in First Foreign Deployment Since 1973

US CCC Bond Yields Reach 18% for First Time Since 2020 Pandemic

Trending Tilts

Trending Research

Every Robot Needs Bearings

The Pinnacle of Personalization

The AI Trade After the Obvious Part

Moving the S&P 500

Nvidia H200 GPU Rental Rates Rise 160% Since Start of Year

Samsung and SK hynix to Mass Produce 8-high HBM4 in Q2 Next Year

National Urban League Opposes NYC Bill to End Amazon's Use of Delivery Subcontractors

Nvidia CEO Jensen Huang Says Memory Chip Glut Unlikely by 2029

Open-Source Projects Unlock AI Performance on Nvidia RTX 20, 30, and 40 GPUs

Malaysia May Expand Waze Ban to General Public Over Security Concerns

Trending Research

Every Robot Needs Bearings

The Pinnacle of Personalization

The AI Trade After the Obvious Part

Trending Tilts

Moving the S&P 500

Nvidia H200 GPU Rental Rates Rise 160% Since Start of Year

Samsung and SK hynix to Mass Produce 8-high HBM4 in Q2 Next Year

National Urban League Opposes NYC Bill to End Amazon's Use of Delivery Subcontractors

Nvidia CEO Jensen Huang Says Memory Chip Glut Unlikely by 2029

Open-Source Projects Unlock AI Performance on Nvidia RTX 20, 30, and 40 GPUs

Malaysia May Expand Waze Ban to General Public Over Security Concerns