Research

AI spending continues as the dominant long-term theme, but capital is rotating toward companies with strong earnings, reasonable valuations, and real infrastructure exposure.

I've traded through enough hype to know quantum AI won't flip everything overnight. But the 2026 signals — funding, hybrids in finance, hardware progress — say it's accelerating. The players and platforms that nail security and optimization will carry the edge.

Why screen? Silent processes like chronic inflammation (inflammaging), mitochondrial dysfunction, and senescent cell accumulation drive most age-related decline. Biolongevity screening uncovers these before symptoms appear, enabling proactive biohacking strategies

BlackRock CEO Larry Fink’s recent endorsement of compute as a new asset class, the impending launch of CME compute futures, massive hyperscaler deals such as Google’s $920 million monthly commitment to SpaceX

This Wall Street weekly outlook presents the bullish case for $BTC, $NVDA, $TSLA, and the highly anticipated IPOs of Anthropic ($ANTH) and SpaceX ($SPCX).

Cerebras Wafer Scale Engine 3 (WSE-3) — currently the most powerful semiconductor in development on the planet. With 4 trillion transistors, 900,000 AI-optimized cores, 125 petaflops of peak AI performance, and 44 gigabytes of on-chip SRAM, the WSE-3 is not a chip. It is an entire silicon dinner plate turned into a single processor. Its die area measures a staggering 46,225 mm² — 57 times larger than $NVDA Nvidia’s H100 GPU.