The stories you do not want to be late to.
The shortlist of what changed on the things you track — one landed, one is forming, one shifted its footing.
The currents you want to feel shift first.
The compute buildout, data centers, and the capex supercycle.
The Fed, interest rates, and the long fight with inflation.
Growth, inflation, the dollar, and the state of the economy.
Every public word these companies say, read for what is forming.
Accelerated computing
Search, cloud & models
Frontier models & products
Living theses that connect many signals — followed, so you see each turn.
The largest companies are spending on AI compute at unprecedented scale — and so far, demand keeps validating the bet rather than breaking it.
Huang raises the call: “we'll be short”
Mar 17, 2026
Next Nvidia earnings
From “transitory” to a new hawkish chair, the Fed has spent years rebuilding credibility the hard way — and 2026 is testing it again.
A new, more hawkish chair
7d ago
Next CPI print
Signals you filed before they settled. Mark your take, reorder by what matters most to you, or let one go.
“We tend to use the word transitory to mean that it won't leave a permanent mark in the form of higher inflation. I think it's probably a good time to retire that word.”
“The world builds about $1 trillion worth of data centers. In a few years, $1 trillion worth of data centers will be all accelerated computing.”
“We're going to start being smart, and we're going to start being very wealthy again.”
“Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.”
“Our management theme for 2023 is the 'Year of Efficiency' and we're focused on becoming a stronger and more nimble organization.”
Foresight, kept honest. See which calls the world confirmed, which faded, and which are still open.
Your call: The AI demand wave is structural, not a spike.
Played out — Nvidia's data-center revenue quadrupled. You were early on this one.
Your call: The AGI-by-2025 timeline won't hold.
Called it — end-2025 passed and the prediction slipped to 2026.
Your call: The tariffs won't survive contact with markets and the courts.
The record split — struck down 6–3, but revenue did arrive first.
Your call: The $1T+ demand call is the real bull case.
Your call: Whether the new chair actually delivers is unresolved.