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China's economy picks up in June on rebounding U.S. exports, analysts say

Trump bought as much as $5 million in Axon stock before ICE sought $220 million Taser deal

https://qz.com/trump-axon-stock-ice-taser-contract-062926 > Federal disclosures show that on Feb. 10, President Donald Trump made an Axon Enterprise stock purchase valued at between $1 million and $5 million. That was roughly two weeks before U.S. Immigration and Customs Enforcement moved to solicit a five-year, $220 million Taser contract that procurement reviewers and …

Canadian miners are getting a better capital backdrop

The old junior mining trade was mostly “find a drill hole.” The new trade is starting to look more like “secure supply.” Canada’s latest critical-minerals push is a good example. The government says the Critical Minerals Production Alliance helped unlock $12.1B in new project capital through its second round of …

AI is not a sector it’s a capital rotation ladder from chips to apps (with ETFs for every layer)

I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, Broadcom, Micron, names like that. This is the stage where sentiment is strongest and the market …

Thinking about selling PANW and Fortnite question

FORTINET\*\*\*\* autocorrect omg So this is for my personal brokerage, I have separate retirement accounts. I own 10 stocks of PANW and 10 of Fortinet. I am current up 70% for PANW (cost basis $183) and 62 for fortinet ($97). I only started investing about 2.5 years ago. These were …

AI is not a sector it’s a capital rotation ladder from chips to apps (with ETFs for every layer)

I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, Broadcom, Micron, names like that. This is the stage where sentiment is strongest and the market …

$BillCoin - A Solution that will pay your every Bill - the biggest account being followed by KOLs in last 6 Hours.

BILLCOIN Twitter account is the largest Top account being followed by KOLs in last 6 Hours. Even Ansem is behind Check yourself: [https://x.com/leakmealpha/status/2071387031679197530?s=46](https://x.com/leakmealpha/status/2071387031679197530?s=46) Launching on Pumpfun Soon Welcome to a token that has the ability to pay your every Bill Here is something that you need to know: Stocks crashing. …

Is anyone else watching CleanTech Vanadium ($CTV / $CTVFF)?

I’ve been digging into companies tied to the U.S. critical minerals supply chain and came across CleanTech Vanadium. Most people focus on lithium or rare earths, but fluorspar seems to get very little attention despite being the primary commercial source of fluorine. Fluorine is used in: Uranium enrichment for nuclear …

AIRT eps>stock price

Huge opportunity to get in on a stock so cheap it’s hard to find historical comparison. Do some work here. They just posted a one time $111.2M bargain purchase accounting gain! AIRT is a portfolio of airline related businesses. https://www.sec.gov/Archives/edgar/data/353184/000035318426000056/pressreleaseairtfy26.htm Short interest is 16,574 shares and the company trades very …

AI is not a sector it’s a capital rotation ladder from chips to apps (with ETFs for every layer)

Here’s a more natural, American male spoken version, cleaned up and without AI tone or dashes: I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, …