Moonshot Minute
Your (almost) daily view of the market moonshots and stories we follow
Open and Closed Positions
How can you?
You’re Not Broke. The Dollar Is.
This Is What Conviction Gets Tested On
But you also can’t grow food without this one ignored input...
It isn’t earnings. It’s materials.
Conviction is good. Greed is expensive.
A blood test, an AI, and a medical shift Wall Street hasn’t priced in yet
Most people missed it. Central banks didn’t.
A $500 Billion Trade Deal
And almost no one is pricing what comes next.
The market follows a pattern... here's what it is
A 13,000x breakthrough the world hasn’t priced it in yet
Everyone saw Nvidia’s demand shock. Nobody saw this part coming.
