From Benicia to the Bahamas: The Surprising Supply Chain Behind California’s Gas Spike -( $PSX $VLO ) by John F. Heerdink, Jr. 5 days ago Read more Meta’s $10 Billion Indiana Data Bet: When AI Meets the Corn Belt -( $META ) by John F. Heerdink, Jr. February 12, 2026 Read more Leidos’ $2.4 Billion Power Play: Why the ENTRUST Deal Could Supercharge Its Energy Future ( $LDOS $SPY ) by John F. Heerdink, Jr. February 2, 2026 Read more Michael Burry Bets on GME While U.S. Natural Gas Goes Parabolic Above 6 -( $BOIL $FCG $GME $KOLD $UNG $UNGG $UNL ) by John F. Heerdink, Jr. January 27, 2026 Read more Nvidia’s Jensen Huang Just Drew the Map for a Trillion‑Dollar AI Buildout – ( $JPM $NVDA $SPY ) by John F. Heerdink, Jr. January 25, 2026 Read more The Next Trillion‑Dollar Grid Trade: Automakers Supplying Batteries to AI Clouds -( $F $GM $TSLA ) by John F. Heerdink, Jr. January 21, 2026 Read more Inside America’s Data Center Mania: Trillions for AI, But Not Enough Workers to Wire It -( $F $SPY ) by John F. Heerdink, Jr. January 18, 2026 Read more Hut 8’s $7 Billion Costume Change: From Bitcoin Miner to AI Landlord -( $HUT $GOOG $GS $JPM $NVDA ) by Vista Partners LLC December 22, 2025 Read more GE Vernova Doubles Dividend: How a New Energy Powerhouse Just Joined Wall Street’s Cash‑Return Elite -( $GEV $SPY ) by Vista Partners LLC December 11, 2025 Read more Data Centers Want Megawatts, Not Promises: Inside Oklo’s High‑Voltage Tie‑Up With Siemens Energy – ( $OKLO ) by Vista Partners LLC December 5, 2025 Read more Read more