Tanya on June 2, 2026.

Is That Berkshire 101?

Not Very Buffett-Like Ever since Buffett handed over the keys, investors have been waiting for the first real glimpse of Berkshire after Buffett. That glimpse arrived Monday. Berkshire spent $8.5 billion to acquire Taylor Morrison, one of the country’s largest homebuilders. 2% Of Berkshire’s Cash. The deal itself isn’t surprising. What it may reveal about Greg Abel’s vision for Berkshire is. Here is the story ⇩ SPONSOR BREAK presented by BrownstoneResearch* I’m about to do a live demonstration. Of Elon Musk’s latest genius invention. It’s an AI agent… Perhaps...

Tanya on June 1, 2026.

$1.7T Later…

Back From The Dead. Remember when these companies were considered washed up? They were the Magnificent Seven of their era. They defined the dot-com boom, crashed spectacularly when it burst, and spent the next two decades as cautionary tales about hype and overvaluation. Some lost 98% of their value. One went private for five years. Now they are back. Not as nostalgia plays but as AI infrastructure stocks. And they are outperforming almost everything. Here is the story ⇩ SPONSOR BREAK presented by BrownstoneResearch* I’m about to do a live demonstration. Of Elon Musk’s latest genius...

Tanya on May 30, 2026.

IPO Watch: The $965 Billion Newcomer.

$965 Billion. Why Investors Keep Pouring Money Into Anthropic. Anthropic raised $65 billion in equity on Thursday in a Series H round. Then borrowed $36 billion more. In one day, the company behind Claude assembled a $101 billion capital stack — more than most countries spend on their entire defense budgets annually. The IPO window is October 2026. Here is the story ⇩ SPONSOR BREAK presented by MarketWise* Check Your Power Bill: New ‘AI Tax’ Rolling Out Nationwide A new AI crisis is spiking power bills across America. It’s part of a $33 trillion problem for the stock...

Tanya on May 30, 2026.

IPO Watch: The $965 Billion Newcomer.

$965 Billion. Why Investors Keep Pouring Money Into Anthropic. Anthropic raised $65 billion in equity on Thursday in a Series H round. Then borrowed $36 billion more. In one day, the company behind Claude assembled a $101 billion capital stack — more than most countries spend on their entire defense budgets annually. The IPO window is October 2026. Here is the story ⇩ SPONSOR BREAK presented by MarketWise* Check Your Power Bill: New ‘AI Tax’ Rolling Out Nationwide A new AI crisis is spiking power bills across America. It’s part of a $33 trillion problem for the stock...

Tanya on May 29, 2026.

Why Drone Stocks Suddenly Soared

Every drone stock moved. On Thursday, a report from The Wall Street Journal suggested the Pentagon is exploring ways to fund a handful of U.S. drone companies — potentially even taking equity stakes. That sparked a buying frenzy across the drone sector, sending several stocks soaring double digits and turning one of the market’s quietest industries into the hottest trade on Wall Street. The question now isn’t whether drones had a great day. The question is whether Thursday was the beginning of something much bigger. Here is the story ⇩ SPONSOR BREAK presented by MarketWise* Check...

Tanya on May 28, 2026.

Beat. Beat. Beat…Wait, Down?

About last night… AI earnings season is almost over. But last night exposed where the real AI money is actually flowing: → Snowflake ripping 30% after hours→ Marvell raising AI guidance again→ Salesforce proving Agentforce is becoming real revenue→ and Synopsys discovering that “beat and raise” is no longer enough. The strange part? All four companies technically delivered good quarters. But last night showed the difference between “talking about AI” and actually making money from it. Here is the story ⇩ SPONSOR BREAK presented by ModeMobile* Musk’s warning just revealed a $1T opportunityMusk...

Tanya on May 28, 2026.

Beat. Beat. Beat…Wait, Down?

About last night… AI earnings season is almost over. But last night exposed where the real AI money is actually flowing: → Snowflake ripping 30% after hours→ Marvell raising AI guidance again→ Salesforce proving Agentforce is becoming real revenue→ and Synopsys discovering that “beat and raise” is no longer enough. The strange part? All four companies technically delivered good quarters. But last night showed the difference between “talking about AI” and actually making money from it. Here is the story ⇩ SPONSOR BREAK presented by ModeMobile* Musk’s warning just revealed a $1T opportunityMusk...

Tanya on May 27, 2026.

Screenshot This…Seriously.

In just 30 days… The $1 trillion club just got three new members. All in May. All memory chips. Scientists would classify them as Memoria dominans — a newly observed species, distinguished by sold-out production lines and a habit of moving entire stock markets before lunch. The market just calls them up 165%, 210%, and 248% year to date. Same thing, different lab coat. Here is the story ⇩ SPONSOR BREAK presented by MarketWise* The real reason Musk, Huang, Cook, and Fink just flew to Beijing Last week, the CEOs of Nvidia, Apple, SpaceX, BlackRock, Goldman Sachs, Visa, Boeing, and more...

Tanya on May 26, 2026.

This Escalated Quickly

Or how an UBS analyst note on Micron quietly detonated the entire semiconductor complex. source: visualcapitalist For most of the last two years, the AI trade felt relatively contained. Buy Nvidia. Watch hyperscaler spending. Pretend you understand GPUs. Repeat. Now the trade is starting to mutate — from chips into power, from the US into Asia, from hardware into infrastructure. Here is the story ⇩ SPONSOR BREAK presented by MarketWise* ‘I Just Flew Over Elon Musk’s Next Big Venture’ A former consultant to the Pentagon was able to enter the airspace near one of...

Tanya on May 25, 2026.

Weekend Anxiety

Memorial Day Edition. Markets are closed today. The macro drama, unfortunately, is still fully employed… and will set the tone when trading resumes on Tuesday. Three stories quietly developed over the long weekend — and together they explain almost everything investors are suddenly nervous about heading into June: → oil→ inflation→ bond yields Which, increasingly, are all becoming the same story. The story ⇩ SPONSOR BREAK presented by MarketWise* ‘I Just Flew Over Elon Musk’s Next Big Venture’ A former consultant to the Pentagon was able to enter the airspace near one...

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