To The Moon

What if a ride were always available within 60 seconds of when you need it? What if that ride was clean, warm, played your music, and cost just $1 per mile? In 2026, we’re moving closer to that reality with autonomous vehicles. Waymo is operating in 6 cities and is quickly increasing its fleet, Zoox has launched fully autonomous vehicles in Las Vegas, $Tesla Motors(TSLA)$ a’s robotaxis are now operating without a driver (there is a chase vehicle), and companies like WeRide, $Volkswagen AG(VLKAY)$ (via Mobileye), $Baidu(BIDU)$ , and more are planning to remove safety drivers this year. I continue to believe this is one of the biggest opportunities for investors t

$Energy Fuels(UUUU)$ $LYNAS RARE EARTHS LTD(LYC.AU)$ $NuScale Power(SMR)$ I’ve spent years dissecting commodity cycles, from uranium squeezes to lithium booms, and nothing rivals the rare earths saga for its fusion of geopolitics and industrial necessity. I’m watching Trump’s latest claim: an $8.5 billion “pipeline ready to go” with Australia, and I’m not buying the hype of overnight mineral independence. Mining’s the easy part; refining’s the fortress, and China built it. I’m tracking this not for the politics, but for the asymmetric setups it creates in the volatility. 🇺🇸 Geopolitics: Alliances Over Ambition The Trump-Albanese pact announced in October was pit

Recursion Pharmaceuticals (RXRX) caught Wall Street’s attention again this week as a wave of new AI-driven partnerships and technology upgrades put its platform in the spotlight. The company’s leadership presence at high-profile conferences is also adding to the buzz. See our latest analysis for Recursion Pharmaceuticals. Following several AI-driven collaborations and high-profile conference appearances, Recursion’s 30-day share price return has surged by 19.35%, even as its year-to-date...

Past Week In Review. US stock market rally started the week strong, with the Dow Jones and S&P 500 reclaiming their 50-day moving averages on Mon, 6 May 2024. The Dow and S&P 500 kept moving toward record highs for the rest of the week while Nasdaq paused. The Dow jumped 2.2% in the May 6 -10's trading week, extending a win streak to 8th trading sessions. The S&P 500 index popped 1.85%. The Nasdaq composite advanced 1.1%. SPDR ETF Sector Tracker. The market rally advance has been broad, as the sector ETFs' performance shows. Leading stocks hail from a variety of sectors, with many sectors flashing buy signals last week. (see below) US Reports Out. May 6 - 10 also saw a handful of US reports out. (1) US Weekly Jobless claims. For the week ending 04 May 2024, US jobless claims to