A Fractured AI Trade By Evan Coffey on September 3, 2026September 3, 2026 By Evan Coffey It’s worth asking what a good quarter is actually worth right now when assessing the AI trade…. Read More
The Comfort of Doing Something By Evan Coffey on August 28, 2026August 28, 2026 By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played out… Read More
Priced Before Proven By Evan Coffey on August 3, 2026August 14, 2026 By Evan Coffey & Kate Templeton A rocket company became one of the most valuable businesses on Earth in a… Read More
The Memory Squeeze By Evan Coffey on July 8, 2026July 8, 2026 The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering… Read More
Avoiding the Fate of the Dinosaurs By Evan Coffey on June 4, 2026June 4, 2026 For the first time in years, the IPO market is generating legitimate buzz rather than cautious optimism. The second half… Read More
The 700 Billion Audit By Evan Coffey on May 7, 2026May 7, 2026 Understanding the Scale Last week five of the biggest names in technology released their latest quarterly earnings results and while… Read More
Two Acts, One Quarter – The Story of Q1 By Evan Coffey on April 8, 2026 The first quarter of 2026 came to a close last week, and it played out in two distinct acts. The… Read More
Epic Fury By Evan Coffey on March 4, 2026March 4, 2026 Over the weekend, the United States and Israel launched Operation Epic Fury, which involved hundreds of U.S. and Israeli aircraft… Read More
Olympic Metals By Evan Coffey on February 4, 2026February 4, 2026 The Winter Olympics open this week in Milan, a global showcase of discipline, precision, and marginal gains measured in hundredths… Read More
Three Predictions for 2026 By Evan Coffey on January 12, 2026January 12, 2026 “Lengthy, uninterrupted booms, like the one in the 1920s, produce a collective delusion. Optimism becomes a drug, or a religion,… Read More
A Very Merry Melt-Up By Evan Coffey on December 4, 2025December 5, 2025 November gave equity investors whiplash. The first three weeks were a grind lower with all three major indices slipping more… Read More
Growth Opportunities By Evan Coffey on October 2, 2025October 2, 2025 Artificial Intelligence has moved from buzzword to backbone. It dominates headlines, moves markets, and is reshaping the future of technology… Read More