Showing posts with label
America
.
Show all posts
Showing posts with label
America
.
Show all posts
Thursday, August 27, 2026
Drones and Drone technologies are in a massive growth market. We now own four small caps in that market!
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Building a Four-Company Autonomous Systems & Drone Technology Portfolio August 27, 2026 Volatus Aerospace • Ondas • Kraken Robotics • ...
Saturday, May 23, 2026
As Anthropic and OpenAi begin the IPO dance, we look at some second tier plays that shoud return more alpha
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The Year of Mega IPOs Why Second-Tier Infrastructure Companies Could Produce the Greatest Alpha A Retail Investment Thesis Built Around MR...
Monday, December 15, 2025
Top 10 Companies Best Positioned for America's massive AI Infrastructure Buildout (Disregarding geography, politics, and promotional narratives)
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This is an Ai generated, risk-adjusted ranking of the Top 10 AI-infrastructure beneficiaries , ordered from best balance of durability + u...
Thursday, September 18, 2025
Here’s a tight, investor-ready snapshot of Honeywell (NASDAQ: HON) with the latest numbers and why Quantinuum + portfolio moves matter.
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Honeywell — Investment/Business Report (as of Sept 18, 2025) Executive summary Honeywell is reshaping into three focused platforms— Ae...
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