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The Next Wave of AI Growth May Be Cheaper, Open-Source, Safer—and More Sovereign -( $AMD $AMZN $CRWD $ETN $GOOG $MSFT $PANW $VRT )

by John F. Heerdink, Jr. 2 days ago 297Views 0Likes

The AI Trade Is Growing Up Artificial intelligence has spent the last several years behaving like a fashionable restaurant with a six-month waiting list: expensive, crowded, and occasionally more admired for the bill than the meal. The next phase, however, may be…

Diabetes Tech’s Next Growth Cycle: Turning Innovation Into Commercial Momentum at ADCES 2026 -( $ABT $DXCM $MODD $PODD $TNDM )

by John F. Heerdink, Jr. 3 days ago 168Views 0Likes

The diabetes-device sector is showing signs of a more interesting ailment for Wall Street: a shortage of skepticism. Tandem Diabetes Care, Inc. (NASDAQ: TNDM) is pairing renewed financial discipline with product expansion, while Modular Medical, Inc. (NASDAQ: MODD) is taking its Pivot…

Invitation (11am ET, Friday, August 7: ‘The Next Wave of AI Growth – Cheap, Opensource, Safe, and Sovereign’ ( $NVDA $GOOG )

by John F. Heerdink, Jr. 3 days ago 468Views 0Likes

“Sovereign AI” is quickly moving from buzzword to policy priority as governments realize that renting intelligence from hyperscale clouds is not a long‑term strategy when data, defense, healthcare, and financial systems are at stake. Platforms like Seven Boson Group Ltd. are positioning…

The Doctor Will Zoom You Now: Doximity’s Telehealth Moat And AI Suite Power A Surprise Aftermarket Recovery -( $DOCS )

by John F. Heerdink, Jr. 4 days ago 313Views 0Likes

Doximity, Inc. (NYSE: DOCS) shares sold off into the close today but then staged a sharp rebound in the after‑hours session, with the stock surging more than 60 percent off its regular‑session levels as investors reassessed the company’s fiscal 2027 first‑quarter results…

Google’s Eric Schmidt Says Kill the Switch; Sovereign AI Says Build Your Own Control Room -( $GOOG $GOOGL )

by John F. Heerdink, Jr. 4 days ago 370Views 0Likes

Wall Street is finally admitting what Eric Schmidt just said out loud: if AI is going to be powerful enough to “pull the plug” on us, it had better be built in a way that lets nations and investors keep their hand…

China’s Robot Economy Is Already Here, and Beauty Is Learning the Same Lesson -( $YSG )

by John F. Heerdink, Jr. August 2, 2026 159Views 0Likes

The BBC’s recent look at Geek+ makes one point very clearly: the future of retail is being built in warehouses, not just in boardrooms. At Geek+’s factory in Hefei, fleets of autonomous robots are assembled and tested before heading to warehouses around…

Spider-Man Just Did What Theaters Needed Most -( $AMC $DIS $SONY )

by John F. Heerdink, Jr. August 2, 2026 171Views 0Likes

Sony Group (NYSE: SONY) and Walt Disney Co. (NYSE: DIS) have their own version of a superhero market rally: Spider-Man: Brand New Day has swung to an estimated $355 million domestic opening weekend, just shy of the all-time record held by Avengers:…

UEFA’s FIFA Boycott Threat, the World Cup Boom, and a Very Expensive Game of Chicken -( $BAC $BUD $KP $MAR $MCD $PEP $UL $V $VZ )

by John F. Heerdink, Jr. July 30, 2026 246Views 0Likes

UEFA’s threatened FIFA boycott is still the headline fight, but the bigger investment story is that global football has become too lucrative, too watched, and too commercially engineered to stay politely in the background. FIFA is trying to turn its competition portfolio…

The Fed’s Next Move: A Hawkish Case Meets a Patient PolyMarket

by John F. Heerdink, Jr. July 28, 2026 155Views 0Likes

SMBC's Joe Lavorgna’s message is simple enough to fit on a coffee-stained napkin: inflation is not done misbehaving, and the Fed may need to hike rather than hug the pause button. The market, meanwhile, is still leaning toward “no change,” which means…

SpaceX Is Reordering the Rocket Economy, One Starship Test at a Time -( $SPCX $TSLA )

by John F. Heerdink, Jr. July 28, 2026 186Views 0Likes

SpaceX’s newest act is less “rocket launch” than corporate handoff: Falcon 9 is still the cash machine, but Starship is being treated like the heir apparent with a very expensive college fund. Bloomberg reports that SpaceX is already steering some customers away…

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