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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    Jun 5, 2026 · Fri

    Is Physical AI really just a “Scam”?

    Is the humanoid robot hype a scam? Simmy Adelman exposes the truth behind Figure AI and Tesla's demos, and shares a smarter way to invest in physical AI.

    Jun 4, 2026 · Thu

    The Golden Dome Is Real and SpaceX Is Building It

    From missile defense to space AI data centers, SpaceX is dominating. Learn why a $1.75T valuation is just the start—and the crucial chip stock behind it.

    Jun 3, 2026 · Wed

    “50 Times Bigger Than the Dot-Com Boom”

    SoftBank’s Masayoshi Son goes all-in with an $87B AI infrastructure bet, calling the AI boom 50 times bigger than the dot-com era. Read the full analysis.

    Jun 2, 2026 · Tue

    Was the “SaaSpocalypse” Overblown?

    Wall Street panicked and declared software dead—but the "SaaSpocalypse" is officially over. See why Salesforce, Snowflake, and Datadog are roaring back.

    Jun 1, 2026 · Mon

    5 Places You Could Get SpaceX Stock

    SpaceX's IPO filing reveals a massive Wall Street lineup and a unique "lockup ladder" for employees. Discover how to get shares at the IPO price.

    May 31, 2026 · Sun

    The biggest gold heist in history

    A historic run on paper gold is looming as COMEX reserves shrink and central banks hoard physical metal. Discover how to protect your wealth before the crash.

    May 30, 2026 · Sat

    Nvidia's "secret supplier" just got exposed

    Smart money is quietly dumping Nvidia to buy a tiny, virtually unknown "secret supplier" essential to every Blackwell and THOR AI superchip. Learn more.

    May 29, 2026 · Fri

    5 Major Stock Market Risks

    Is the bull market making you blind to risk? Discover the 5 hidden economic threats to your portfolio and why a narrow market means it's time to be careful.

    May 28, 2026 · Thu

    Who Actually Makes Money on an IPO?

    Are OpenAI and SpaceX ready to IPO? Dylan Jovine breaks down recent tech IPO winners, losers, and how early private investors actually make money.

    May 27, 2026 · Wed

    "Space will be the new AI by 2027"

    Is space the new AI? Discover why the US-China race for the moon is the next major investment frontier, driven by SpaceX and advanced satellite tech.

    Showing 141 - 150 of 373 posts

    Dylan Jovine

    Dylan Jovine

    CEO & Chief Analyst

    With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.

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