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AI Spending Surge, Contrarian Take On Tech Stocks 

AI remains the dominant driver of tech market momentum, with CapEx surges from OpenAI and Tier 1 players fueling bubble concerns. Tech Contrarians exp...

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My Most Contrarian Call Yet: Energy Is About To Rewrite Wall Street's Playbook 

Energy sector fundamentals are strengthening as both demand and supply are increasingly supported by governments and major organizations, reversing ye...

Nebius: Wall Street's Blind Spot 

Nebius Group N.V. faces extreme demand overflow, with Q3 pipeline soaring 70% QoQ to $4B, far exceeding current energizable capacity. Microsoft’s $17–...