Data Centers

Google

+12

Feb 12, 2026

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10 min read

AI Race in 2026: AWS, Azure, and Google Cloud Just Showed Their Cards

Q4 2025 earnings reveal three different strategies, three different winning conditions

Andrew Green

Investors Watchlist

+11

SpaceX Just Acquired xAI. Here's Why a $1.25 Trillion Space-AI Empire Actually Matters to Your Portfolio

Feb 3, 2026

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10 min read

SpaceX Just Acquired xAI. Here's Why a $1.25 Trillion Space-AI Empire Actually Matters to Your Portfolio

The merger is real. The IPO is coming. And most investors aren't paying attention yet.

Andrew Green

AI chips & semiconductors

+10

SanDisk Just Went From $37 to $593 in One Year. Analysts Think It Could Hit $1,000

Jan 31, 2026

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10 min read

SanDisk Just Went From $37 to $593 in One Year. Analysts Think It Could Hit $1,000

‘Golden Era’ for Memory Chips

Andrew Green

ORA

+10

Geothermal Energy Just Hit Its iPhone Moment: Three Stocks That Could 10x Your Returns

Jan 25, 2026

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11 min read

Geothermal Energy Just Hit Its iPhone Moment: Three Stocks That Could 10x Your Returns

3 Geothermal Stocks Before the Market Wakes Up

Andrew Green

Cash Flow Investing

Energy Transfer: How a Boring Pipeline Company Became the Backbone of the US’ AI Boom

Jan 4, 2026

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10 min read

Energy Transfer: How a Boring Pipeline Company Became the Backbone of the US’ AI Boom

AI Needs Power. Energy Transfer Supplies It. From pipeline company to AI infrastructure

Andrew Green

AI chips & semiconductors

Amazon's $125 Billion Bet: Why Wall Street Analysts Are Calling 2026 the Breakout Year

Dec 23, 2025

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9 min read

Amazon's $125 Billion Bet: Why Wall Street Analysts Are Calling 2026 the Breakout Year

How Amazon's Trainium Chips Could Cut AI Costs 40%

Andrew Green

AI National Security

America’s US AI Action Plan. Why Your Portfolio Needs These 3 Sectors Before 2026

Dec 10, 2025

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6 min read

America’s US AI Action Plan. Why Your Portfolio Needs These 3 Sectors Before 2026

You Don't Need to Understand AI. You Just Need to Know Where It's Built

Andrew Green