Andrew Green

The $700 Billion Power Problem — And the Energy Stocks Built to Solve It

Apr 19, 2026

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6 min read

The $700 Billion Power Problem — And the Energy Stocks Built to Solve It

AI is demanding more electricity than the U.S. grid can handle right now. These 9 companies are built to fill that gap — and the window to get positioned may be narrower than you think.

Andrew Green

Anthropic's Mythos Is Too Powerful to Go Public. The Story That Moved Cybersecurity Markets.

Apr 18, 2026

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5 min read

Anthropic's Mythos Is Too Powerful to Go Public. The Story That Moved Cybersecurity Markets.

Anthropic's Claude Mythos found vulnerabilities in every major OS and web browser. Rather than releasing it publicly, they built Project Glasswing. Six security experts weigh in — and the market is already reacting.

Andrew Green

Markets Hit All-Time Highs — and So Did Bank Profits

Apr 17, 2026

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7 min read

Markets Hit All-Time Highs — and So Did Bank Profits

Peace talks pushed the S&P 500 and Nasdaq 100 to records this week. TSMC printed one of the strongest quarters in semiconductor history. Six big banks combined for $47.3 billion in profit. But not everyone won — Netflix stumbled, and a quiet story out of Washington may matter more than it looks right now.

Andrew Green

Two Weeks That Rewired $200 Billion in AI Capital

Apr 16, 2026

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6 min read

Two Weeks That Rewired $200 Billion in AI Capital

OpenAI closed the biggest private fundraise in history. Hyperscalers are committing nearly $700 billion this year alone. Meta launched its first proprietary AI model. Here's what it all means for your portfolio, and who's actually winning.

Andrew Green

The Age of Electricity Is Here — And It's Bigger Than You Think

Apr 15, 2026

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11 min read

The Age of Electricity Is Here — And It's Bigger Than You Think

Global electricity demand is set to grow 3.6% every year through 2030 — the fastest pace in 30 years. Here's what's driving it, and which 5 stocks are built to benefit.

Andrew Green

While the War Rages, the Machines Keep Building

Apr 14, 2026

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10 min read

While the War Rages, the Machines Keep Building

AI's structural supercycle isn't slowing down. OpenAI just raised $122B, Meta rebuilt its entire AI stack from scratch in 9 months, and Anthropic is planning an October IPO. The Nasdaq doesn't care about Hormuz.

Andrew Green

NATO's Moment of Truth: Trump, Rutte,and the Iran Ultimatum

Apr 13, 2026

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14 min read

NATO's Moment of Truth: Trump, Rutte,and the Iran Ultimatum

The meeting was sold as diplomacy. Behind closed doors, it was a reckoning.

Andrew Green

21 Hours. No Deal. What The US-Iran Talks Collapse Means for The Strait Of Hormuz

Apr 12, 2026

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11 min read

21 Hours. No Deal. What The US-Iran Talks Collapse Means for The Strait Of Hormuz

No deal in Islamabad means no certainty in the energy market. Here's exactly what to watch next week and why the stakes are real for investors.

Andrew Green

The Factory That Never Sleeps: How Dark Factories Are Reshaping Global Manufacturing

Apr 11, 2026

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9 min read

The Factory That Never Sleeps: How Dark Factories Are Reshaping Global Manufacturing

Fully automated "dark factories" run 24/7 with zero human workers. No lights. No heating. No breaks. And by 2030, they could reshape every supply chain on earth, including the ones your portfolio depends on.

Andrew Green

China Brokered the Ceasefire. The Strait Is Still Closed. And Tomorrow Could Change Everything — Your April 10 Weekly Roundup

Apr 10, 2026

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15 min read

China Brokered the Ceasefire. The Strait Is Still Closed. And Tomorrow Could Change Everything — Your April 10 Weekly Roundup

Crude fell 16.4% then topped $100 again. 230+ tankers remain stranded. The Strait isn't open. Tomorrow's Islamabad talks are the most consequential meeting since 1979.

Andrew Green

Trump's $1.5 Trillion Budget: The Biggest Military Bet in Modern History

Apr 9, 2026

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9 min read

Trump's $1.5 Trillion Budget: The Biggest Military Bet in Modern History

Defense spending jumps 44%. Domestic programs take a 10% hit. Here's what it means for your money, the market, and which stocks could move.

Andrew Green

Oil Just Crashed 15% in One Night. What the Iran Ceasefire Really Changes

Apr 8, 2026

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10 min read

Oil Just Crashed 15% in One Night. What the Iran Ceasefire Really Changes

Day 39. A last-minute deal brokered by Pakistan. The biggest one-day oil price drop since 1991. And a two-week clock that could decide the direction of markets for the rest of 2026.

Andrew Green

SpaceX Is Targeting a $2 Trillion Valuation — And It's Already Moving the Market

Apr 7, 2026

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11 min read

SpaceX Is Targeting a $2 Trillion Valuation — And It's Already Moving the Market

The largest IPO in history just became real. Here's what every investor needs to understand before June.

Andrew Green

Artemis II Just Launched. The Moon Is Back on the Map. And These 5 Defense Stocks Are Worth a Closer Look.

Apr 5, 2026

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11 min read

Artemis II Just Launched. The Moon Is Back on the Map. And These 5 Defense Stocks Are Worth a Closer Look.

LHX up 68.7% in a year. NOC at $800 price target from Wells Fargo. A clear-eyed look at the space trade.

Andrew Green

The S&P 500 Just Hit Correction Territory. Here’s How Long Market Corrections Actually Last, and What to Do About It

Apr 4, 2026

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11 min read

The S&P 500 Just Hit Correction Territory. Here’s How Long Market Corrections Actually Last, and What to Do About It

Oil above $109, new tariffs, and a geopolitical shock pulled stocks down 10% from their January 27 all-time high near 7,000. History says the average recovery takes about 4 months, and Wall Street is still targeting the S&P 500 at 7,100–7,600 by year-end.

Andrew Green

The Market Just Hit a Wall. What Happens on April 6 Will Decide If It Stays There.

Apr 3, 2026

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4 min read

The Market Just Hit a Wall. What Happens on April 6 Will Decide If It Stays There.

Oil up 60%. Recession odds above 50%. S&P down 3.85% YTD. BlackRock went defensive. And gold just had its worst month since 2013. Here's the clear picture — and what you should watch right now.

Andrew Green

Trump's Approval Hits 36%. Wall Street Is Already Doing the Math.

Apr 2, 2026

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9 min read

Trump's Approval Hits 36%. Wall Street Is Already Doing the Math.

When presidential credibility becomes a priced-in risk factor — and what it means for your next 90 days.

Andrew Green

Iran War. Cheap Quality. 5 Stocks Ackman Would Buy.

Apr 1, 2026

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9 min read

Iran War. Cheap Quality. 5 Stocks Ackman Would Buy.

Defense is up 25%. XOM has surged 41%. Quality tech is down 13%. The billionaire who shorted COVID says this gap doesn't last. Here's the full trade — updated April 1, 2026.

Andrew Green

The $250 Billion Energy Gap Nobody's Talking About — And 5 Stocks That Could Fill It

Mar 31, 2026

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10 min read

The $250 Billion Energy Gap Nobody's Talking About — And 5 Stocks That Could Fill It

CERAWeek 2026 just revealed the most important investment thesis of the decade: AI needs more power than the grid can deliver. Here's who wins.

Andrew Green

Oil Hits $100, Stocks Are Cracking, and Nobody Knows How This Ends — Your Complete Weekend Briefing

Mar 30, 2026

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9 min read

Oil Hits $100, Stocks Are Cracking, and Nobody Knows How This Ends — Your Complete Weekend Briefing

WTI at $101, Dow in correction, VIX above 30, and a President eyeing Iran's oil island. Five blocks. Everything you need. Under 5 minutes.

Andrew Green

$580 Million in Oil Futures Traded 16 Minutes Before Trump Spoke — And Nobody's Investigating

Mar 29, 2026

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14 min read

$580 Million in Oil Futures Traded 16 Minutes Before Trump Spoke — And Nobody's Investigating

On March 24, 2026, an impossible coincidence hit the oil markets just before a presidential post moved prices 8%. Here's what the numbers say — and why your broker can't tell you who did it.

Andrew Green

Private Credit Just Lost $265 Billion in Market Value. Bank of America Says Stop Panicking — and Start Buying.

Mar 28, 2026

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13 min read

Private Credit Just Lost $265 Billion in Market Value. Bank of America Says Stop Panicking — and Start Buying.

ARES, KKR, and Blue Owl are down 40–66% from their highs. BofA's analysts call it a media-driven overreaction. Here's what the data actually shows — and where the real opportunity might be hiding.

Andrew Green

Brent at $110, Arm Up 16%, Anthropic Wins, Amazon at $285: The Week That Rewrote the Playbook

Mar 27, 2026

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17 min read

Brent at $110, Arm Up 16%, Anthropic Wins, Amazon at $285: The Week That Rewrote the Playbook

Trump's April 6 extension gave oil a four-hour reprieve. The war trade came straight back. Goldman warns $147. And the most important AI ruling in US history just cleared the runway for a $380B IPO. Here's every trade that matters before Monday's open.

Andrew Green

The $1.5 Trillion Moment Is Here — SpaceX Is Filing Its IPO Right Now, and TERAFAB Just Changed Everything

Mar 26, 2026

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12 min read

The $1.5 Trillion Moment Is Here — SpaceX Is Filing Its IPO Right Now, and TERAFAB Just Changed Everything

What the biggest public debut in history means for your portfolio, Tesla shareholders, and the next decade of American innovation.

Andrew Green

Arm Just Became a Chip Company. Meta Is Customer #1. OpenAI Is In Too. Could Arm Be the Next Nvidia?

Mar 25, 2026

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13 min read

Arm Just Became a Chip Company. Meta Is Customer #1. OpenAI Is In Too. Could Arm Be the Next Nvidia?

Arm's AGI CPU promises to cut AI data center costs by up to $10 billion per gigawatt. Here's what that means for your portfolio, and why Wall Street is paying attention this morning.

Andrew Green