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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    Apr 20, 2026 · Mon

    The Future of Tesla

    Tesla's massive bet on robotics and robotaxis depends entirely on the new AI5 chip. Discover the three-step process of AI chip creation.

    Apr 17, 2026 · Fri

    Tesla did What!?

    Is Tesla the next Nvidia? Learn about the new AI5 chip, Tesla's massive partnership with TSMC, and the "secret supplier" with a new U.S. factory.

    Apr 16, 2026 · Thu

    What Killed the IPO Boom?

    Discover why the number of public companies has plummeted by 50% and how this shifts massive upside to private markets. Learn how to access elite hidden market.

    Apr 15, 2026 · Wed

    This Drug Could Transform Cancer Treatment

    New hope for pancreatic cancer: Revolution Medicines' drug Daraxonrasib doubles survival rates in Phase 3 trials. Learn why biotech stocks are a "buy".

    Apr 14, 2026 · Tue

    The AI Model Too Dangerous to Release

    Discover how "Project Glasswing" is hardening defenses and which "picks and shovels" stock is set to surge from this AI-driven software disruption.

    Apr 13, 2026 · Mon

    Is NVDA Worth $22 Trillion?

    Is NVIDIA undervalued? The UBS HOLT model suggests a $22 trillion valuation ($1,000/share). Discover how CFROI and replacement costs signal a "screaming buy".

    Apr 10, 2026 · Fri

    The Best Month of the Year for Stocks - And Why

    Discover why April is the best month for stocks, averaging 2% returns with a 75% win rate. Explore the fascinating history and psychology behind market.

    Apr 9, 2026 · Thu

    5 Big Winners from Trump's Historic $1.5 Trillion Defense Budget

    Explore President Trump's historic $1.5 trillion 2027 defense budget. From a massive Navy expansion to a 77% Space Force boost.

    Apr 8, 2026 · Wed

    SpaceX IPO: E*Trade said to have shares

    SpaceX IPO update: New details on the $1.75T valuation, the shift to E*TRADE for retail shares, and the T-Mobile deal.

    Apr 6, 2026 · Mon

    Oil at $141 — This is a Big Deal

    Discover why the massive gap between Dated Brent and futures signals a global energy crisis. Learn what physical oil at $141 means for your portfolio.

    Showing 181 - 190 of 372 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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