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April 4, 2024 – Fidelis Insurance Group (FIHL) & Updates: (CCLP/KGS, PR, FANG)

On April 1st, Kodiak Gas Services (SYM: KGS) closed its purchase of CSI Compressco (SYM: CCLP).
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March 21, 2024 – CSI Compressco LP (SYM: CCLP)

This is an interesting story – and a heck of an opportunity.
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March 7, 2024 – CSI Compressco LP (SYM: CCLP)

The energy sector continues to be very good to us.
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Good morning, everyone — it’s Dylan Jovine with Behind The Markets. Happy Monday! Today, I want to give you a quick preview of something I’m genuinely excited about. Tomorrow at 1 PM, we’re hosting a webinar diving deep into one of the biggest stories unfolding right now: the AI revolution in drug discovery. It’s not just speculation — it’s happening fast, and it’s going to change how medicine gets made in America forever. I’ve been tracking this space for years, and what’s happening now is remarkable. With new pressure from RFK Jr. and HHS to eliminate animal testing and the legacy of Operation Warp Speed from President Trump’s administration, AI is stepping in to fill the gap. It’s faster, more accurate, and removes a ton of ethical and logistical headaches from drug development. The numbers blew me away — shaving years off the process and cutting costs by up to 90%. That’s not incremental change; that’s a full-blown industrial revolution happening in front of us. We’re also going to look at a couple of the top companies leading this charge — two public firms in particular, one backed by Nvidia and another by Bill Gates. These aren’t fringe experiments. These are serious operators with real stakes in the future of medicine. I’m going to lay out the facts, the timelines, and what this could mean for investors like us. So if you’ve ever wondered how AI will truly reshape the world — not in some sci-fi sense, but in a practical, bottom-line way — this is the conversation you don’t want to miss. I’ll see you at the webinar tomorrow, and in the meantime, hit that subscribe button so you don’t miss any of these critical updates. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LjB2ZEtqZVB1bWJr

Dylan Jovine | AI Is Revolutionizing Drug Development

Good morning, folks — Dylan Jovine here with Behind The Markets, and happy Friday to you! We made it to the end of the week, and it’s a good day to be alive. Today, I want to shift gears a bit. We've been so focused on geopolitics and defense headlines lately that it’s easy to miss some of the huge changes happening right under our noses here at home, especially in healthcare and biotech. While everyone’s eyes have been overseas, a quiet revolution has been unfolding at the FDA — and it’s being driven by AI. Yep, you read that right. The FDA just launched a new AI tool called Elsa, designed to fast-track clinical protocol reviews and drug approvals. On top of that, there’s a new National Priority voucher program that could slash drug review times from nearly a year to just one or two months. All of this is part of a bigger movement to modernize our healthcare system, and RFK Jr. has been instrumental in pushing a lot of these changes forward. But the biggest game-changer is the FDA Modernization Act, a bipartisan bill that aims to replace animal testing with AI-powered simulation models. It’s about time we left 19th-century practices behind. And with over 6,600 companies that may soon need AI testing solutions, two major players — one backed by Bill Gates and another by Nvidia — stand to benefit big time. This is such a big deal, we decided to hold a last-minute webinar next Tuesday, June 24th at 1PM to break it all down. I’d love for you to join us — it’s going to be a fascinating look at what could be one of the most important shifts in drug development in our lifetimes. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3Lmg5V3FkS1VBaHg4

Dylan Jovine | FDA Revolution: AI Replaces Animal Testing

Good morning — Dylan Jovine here with another episode of Behind the Markets. Today’s Thursday, June 19th, and there’s a lot to unpack. Honestly, some days I really miss the quieter world I grew up in, where you didn’t hear so much from Washington. But these days, geopolitics moves markets faster than just about anything, and the ongoing Israel-Iran tensions are no exception. I wanted to clear the air about something I said yesterday too. Some of you reached out, and to be crystal clear — I don’t believe in regime change in Iran or any other country. I believe people should decide their own futures. What I do think, though, is that the world can’t afford a nuclear-armed Iran, for obvious historical reasons. History teaches us how these arms races work — and we’ve seen it for 6,000 years. But here’s the bigger story that barely anyone’s talking about: how this conflict and the AI boom are both quietly transforming the energy markets. The AI revolution is insanely energy-hungry. Every time you use ChatGPT, Gemini, or any advanced AI tool, you’re pulling hundreds of times more energy than a regular Google search. That’s why, behind the AI headlines, the real smart money is moving into energy infrastructure stocks. I’ve just updated a special report on exactly this, and it’s a safer, high-dividend way to play AI without chasing sky-high tech stocks. If you’re curious about how energy demand is fueling AI growth, and how you can position yourself to benefit from it, make sure to check out that report. Thanks for watching and have a great day out there. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LnJjRHJ3LWJlQXg4

Dylan Jovine | Why the AI Revolution Is Really an Energy Boom

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April 4, 2024 – Fidelis Insurance Group (FIHL) & Updates: (CCLP/KGS, PR, FANG)

On April 1st, Kodiak Gas Services (SYM: KGS) closed its purchase of CSI Compressco (SYM: CCLP).
Learn More

March 21, 2024 – CSI Compressco LP (SYM: CCLP)

This is an interesting story – and a heck of an opportunity.
Learn More

March 7, 2024 – CSI Compressco LP (SYM: CCLP)

The energy sector continues to be very good to us.
Learn More

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