AI capex winners

Nvidia Partnerships

+9

Nvidia Earnings: $68 Billion in 90 Days. Wall Street Still Doesn't Fully Believe It

Feb 26, 2026

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11 min read

Nvidia Earnings: $68 Billion in 90 Days. Wall Street Still Doesn't Fully Believe It

$68.1 billion in 90 days. $78 billion guidance for next quarter

Andrew Green

AI & Technology Stocks

+13

Meta's Buying Millions of Nvidia Chips. Here's Why That Should Get Your Attention.

Feb 19, 2026

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8 min read

Meta's Buying Millions of Nvidia Chips. Here's Why That Should Get Your Attention.

Why the numbers behind it matter more than the headline.

Andrew Green

nuclear energy stocks

+12

Amazon Stock Fell After Announcing $200B in AI Spending. NVDA Jumped 5%. Here's Why That Makes Sense.

Feb 15, 2026

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10 min read

Amazon Stock Fell After Announcing $200B in AI Spending. NVDA Jumped 5%. Here's Why That Makes Sense.

The companies writing the checks aren't always the ones making money from them.

Andrew Green