2 ideas from this batch

AI startups are racing to go public — buy the established chip and equipment makers before the IPO wave

A wave of blockbuster AI companies — Moonshot AI and Anthropic — are actively preparing for public listings, meaning fresh capital and public market pressure to build out infrastructure. As these newcomers scale, they will need the same chi

Boeing hits the brakes while defense spending soars — long Lockheed Martin

Boeing's decision to shelve a new commercial jet for years hands massive market share and pricing power to its only real rival, Airbus. At the same time, global military demand is at multi-decade highs and Lockheed is innovating on cost to