Archive Category: 10X Stocks Archive

Big Data Has a Power Problem — And We Own the Solution

So much for that post-election euphoria! After a brief climb in the first session after Tuesday’s midterms, stocks are tanking hard today. The S&P 500 is down over 4% as I write, with one of the day’s only big winners being the Volatility index (VIX), now up over 64% since the opening bell. From the looks of things, Wall Street woke up feeling far less optimistic about the market than it did just a day ago.

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Doubling Your Money 16 Times in Four Years

2026 has not been kind to tech investors. After years spent riding a wave of AI euphoria — watching shares of “Magnificent Seven” stocks climb ever higher — the waters are starting to get choppy. The benefits of AI are obvious. We’re watching the technology revolutionize our world in real time. But even the tremendous progress we’re seeing can’t quite sustain all these sky-high valuations.

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The Megapod Lives

The past few weeks have been rough for tech stocks. Wall Street can’t seem to shake the nagging fear that Big Tech is overspending on AI infrastructure… and that there’s going to be a financial reckoning for that down the road. In fact, Meta Platforms (META) – one of the primary AI hyperscalers – saw its shares drop over 7% today… despite reporting a fantastic, blow-out quarter.

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The AI Boom Has a Bond Market Problem

Have bond yields peaked? As I write this, the 10-year Treasury yield is down 0.09% to 5.1%, and the 30-year bond yield is down by roughly the same. That’s good, right? After all, soaring bond yields had been one of the biggest risks to the bull market, as they threatened to make it prohibitively expensive for companies to borrow to fund their growth.

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This IPO Could Make or Break the AI Trade

Have you ever read a stock prospectus that warned about the potential for “catastrophic or existential risks to humanity”? But Anthropic – the brains behind the popular iterative AI model Claude – is charging ahead with its IPO. That’s what Anthropic reportedly included in the prospectus for its upcoming IPO. The company behind the popular AI model Claude is charging ahead with plans to go public, potentially as soon as next month.

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