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- $NVDABullish
SpaceX the AI Company
Read SpaceX against the structure of the AI sector and it stops being a launch company. Anthropic rents an entire 220,000-GPU facility from it. Alphabet pays $920m a month. Remove SpaceX from the record and four major banks and three arms of the American state disconnect from AI entirely.
Shayne Heffernan13 min - StoryBullish
Qatar Investment Authority (QIA): Comprehensive Analysis
Qatar Investment Authority’s diversified global portfolio provided crucial stability after 2026 strikes damaged a significant portion of Qatar’s LNG infrastructure, but the fund now faces pressure to accelerate its shift away from hydrocarbon dependence.
Shayne Heffernan15 min