Oct 14, 2026 · Wed
Nuclear Just Got Greenlit. Here’s Why I’m Still Not Betting on it.
SMR nuclear tech just got NRC approval, but high costs remain. See why natural gas and geothermal win the AI energy race over expensive nuclear power.
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Dylan's Diary
Daily insights and market commentary from Dylan Jovine
Oct 13, 2026 · Tue
Here’s My Concern About Musk’s Latest Move
SpaceX just spent $8B on 800 MHz spectrum licenses, wiping out $39B in carrier market cap. Here’s why Elon Musk’s full-stack network play could backfire.
Oct 12, 2026 · Mon
Starbucks Wants to Buy Chipotle
An analysis of Starbucks' potential deal to buy Chipotle and why CEO distractions undermine long-term shareholder value and investment stability.
Oct 11, 2026 · Sun
One SpaceX Deal Just Hit Your Phone Company
SpaceX's purchase of nationwide 800 MHz spectrum threatens major U.S. carriers while opening massive growth opportunities for satellite partners.
Oct 10, 2026 · Sat
OpenAI Just Came Up $18 Billion Short
Despite a missing $18B in OpenAI revenue, supplier Lumentum is sold out of AI components through 2029, signaling strong market demand.
Oct 9, 2026 · Fri
Retail Investors Are Making a $170 Million Mistake
Retail investors are making a $170M mistake piling into TLT. Discover why long-duration Treasury ETFs are falling and where to park cash safely instead.
Oct 8, 2026 · Thu
The Economy Is Stronger Than You Think
Discover why the U.S. economy is stronger than you think, what is driving the 78-month expansion, and the single stock benefiting from the AI boom.
Oct 7, 2026 · Wed
The Next Big Space Race Is On!
The U.S., China, and Russia are in a race to put nuclear reactors on the moon. Discover why lunar power is the ultimate geopolitical megatrend.
Oct 6, 2026 · Tue
Musk Just Got a Pentagon War Council
Elon Musk joins the Pentagon's Project Meridian to shape the future of warfare. Discover his focus on drones, AI compute, and autonomous technology.
Oct 5, 2026 · Mon
The Number That Could Decide the Midterms Just Dropped.
September’s weak jobs report points to a stalled labor market and shifting Fed rate hikes. See how recent economic data impacts stock markets and investors.
Showing 11 - 20 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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