The AI Picks and Shovels Still Have Room to Run
NVDA just posted $81.6B in one quarter. The infrastructure behind it is still being built.
June 21, 2026
Anthropic Just Filed for an IPO Worth Nearly $1 Trillion. Here Is What Investors Are Missing.
Revenue grew 4.7x in 12 months. The losses are enormous. The valuation math is complicated. And most investors can't buy…