Archive Category: 10X Stocks Archive

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.

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.

If the war in Iran has taught us anything, it would be that the future of warfare is in drones. Really, I shouldn’t say “future.” It would be a lot more accurate to say that drones already dominate today’s warfare. Iran’s regime has managed to survive the overwhelming firepower of the U.S. Navy and Air Force – literally the most powerful war machine in human history – by deploying a fleet of cheap drones.

By now, you’ve likely seen the news that the Federal Reserve raised its benchmark rate by 0.25% yesterday. And the central bank indicated that at least one more rate hike was likely before the end of the year. The futures market is betting that the hikes continue into 2027… The Chicago Mercantile Exchange’s (CME) FedWatch gauge shows a 78% probability that rates are at least half a percent higher in six months’ time… and a 40% change that they’re at least 0.75% higher.

It’s been a wild few days with our nuclear stocks. NuScale Power (SMR), our play on small modular reactors (SMRs), exploded higher by 15% on Tuesday. It’s since given back about half of those gains and is down close to 5% today. Overall, we’re up about 84% since I first recommended the shares two years ago. (We sold half the position a month after my recommendation at a quick 100% profit.)