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$BTC
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The $250,000 Bitcoin Thesis: Debt, Debasement and Patient Buyers
Mark Yusko sees Bitcoin still discounted against network-based fair value, while Raoul Pal argues only crypto and technology outrun the 8% annual debasement of money. Record ETF inflows and a $40 trillion debt backdrop bring both theses onto the same stage.
Second Wave of AI Infrastructure: Five Stocks to Watch
Power delivery, optical links, data storage, fiber, and next-generation brokerage models are minting the second-wave winners of AI spending, with concrete entry levels for five candidates.