May 2, 2026 · Sat
Hard Pivot: The Next Phase of AI
Missed the AI boom? Discover the "Physicality Pivot"-a $24T shift from digital AI to Embodied Intelligence and the hardware linchpins set to lead the wave.
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Dylan's Diary
Daily insights and market commentary from Dylan Jovine
May 1, 2026 · Fri
The Mag 7 Super Bowl is Here!
Mag 7 earnings reveal a massive AI split. Cloud giants are surging, but Meta's $130B spend has Wall Street wary. Explore the top "picks and shovels" AI play now
Apr 30, 2026 · Thu
Prediction Markets vs Stocks
Discover why 69% of Polymarket traders lose money. Learn how automated bots and market makers "set the table" to win, and find a smarter way to generate income.
Apr 29, 2026 · Wed
The Sudden Tech Sell-Off Explained
OpenAI’s $1.15T infrastructure commitment is under fire after a Q1 revenue miss. See why Nvidia, Broadcom, and Oracle are reeling as the AI trade faces a reset.
Apr 28, 2026 · Tue
The Next Big AI War Has Begun
Discover how Agentic AI is transforming business ROI and why the "CPU to GPU ratio" is shifting the balance of power from Nvidia to Intel and AMD.
Apr 27, 2026 · Mon
The “Great Game”: America vs. China
Uncover the U.S.-China "Great Game" for AI supremacy. Learn why controlling chips, oil, and rare earth minerals is the key to winning the global economic chess
Apr 24, 2026 · Fri
Elon Musk’s Next Big Move
Tesla's Q1 earnings reveal a massive pivot. Is Musk's $25B shift from EVs to robotics and AI a masterstroke or a risk? Here is what the numbers actually say.
Apr 23, 2026 · Thu
Is Berkshire Hathaway Actually Cheap?
Is Berkshire Hathaway a screaming buy? See the math behind why Buffett’s operating businesses may be 40% undervalued and how Greg Abel is positioned.
Apr 22, 2026 · Wed
Morgan Stanley’s 9 AI Chip Winners
Discover the shift to Agentic AI and why Morgan Stanley’s list of nine top chip stocks is missing the most critical play. Watch the webinar replay.
Apr 21, 2026 · Tue
The Secret AI Supply Chain Stock Set to Surge
Discover why semiconductor packaging is the next massive AI investment frontier. Learn how the shift to "chiplets" is creating a high-margin moat.
Showing 171 - 180 of 372 posts
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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