🥛 AI is slowing down? 🐢
Breaking down Dario’s essay.
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Milk Road Macro merges into crypto, AI, and stocks
The new MRMI tells PRO members when to lean into risk and when to play defense.
Analyst A's biggest bet in June: Meta
Cheapest of the four. Growing the fastest.
Analyst C isn’t buying any of the AI IPOs
He’s looking deeper at Qnity.
SpaceX IPO: the map Wall Street got wrong
Starlink, xAI, orbital compute, three bets in one.
Why Anthropic and Google are renting from SpaceX
Colossus 1 houses 200,000 H100s and 300MW of ready compute, neither Amazon nor Google could keep up with Anthropic's 30x growth.
Why ISM Services and ADP data diverge
PMI hit 54.5% on AI CapEx demand while employment contracted for the third straight month.
Why Google's $80B raise really helps Broadcom
Largest equity offering in profitable tech history flows into TPUs.
🥛 I doubled my money here 💰
And it's not even my biggest winner.
🥛 $166B in tariff refunds: Who actually gets paid? 💰
330,000 companies want their money back from Uncle Sam.
🥛 Is this my next AI stock? 🤖
The hidden kingmaker of AI.
🥛 The fight for the Fed 🥊
Defensive strikes in the Strait.
🥛 The most important AI number 👀
The AI spending boom continues?
🥛 Three major macro forces 🌎️
Nvidia earnings breakdown.
🥛 The AI buildout trade 👀
AI needs power, cooling, and buildings to survive.
🥛 Draining the global gas tank ⛽
Activist Fund Manager’s $190B bet.
🥛 The AI cold war summit ⚔️
Markets celebrated too early.
🥛 Insider takes CEOs to China 🇨🇳
IEA is running on empty.
🥛 The most important AI IPO? 👀
20x oversubscribed and still climbing.
🥛 Insider’s Chinese field trip ✈️
Apple's new chip BFF.
🥛 The trade I’m making right now 👀
And it’s not Nvidia.
🥛 The Great Re-Industrialization 🏭
Hormuz is reopening? And oil is sliding.
🥛 The scariest Amazon launch yet 😳
This changes everything.
🥛 The Yentervention 💴
Trade wars: Tariffs strike back.
🥛 Everyone’s buying AI wrong 🤯
This portfolio is betting on what actually matters.
🥛 OPEC breaks up as the Fed chair changes 🛢️
Earnings season is shaking up markets.
🥛 OpenAI just broke the AI deal 🧨
Microsoft lost control overnight.
🥛 Energy and compute scarcity are letting the bulls run wild 🐂
The global economy is still being choked by Hormuz staying closed.
🥛 The AI market is wrong 🤯
It’s betting on the wrong layer.
🥛 S&P 7,100, Oil drought, and a $3T bond bet 💰
Markets keep pumping despite growing risk of surging inflation.
🥛 The cheapest AI giant 🤖
The market got this wrong.
🥛 There’s a new chairman in town 👔
Strong sales, stabilizing oil, and the Warsh Fed hearing.
🥛 AI hit a hidden wall 🚧
The chip no one planned for.
🥛 Bull run or bull trap? 🐂
Economic bombing, the 100% debt club, and a bullish reversal.
🥛 AI just became a systemic risk ⚠️
Wall Street didn’t see this coming.
🥛 The strait is closed. Markets don’t care (yet) 🚧
Iran says they are open to giving up nuclear weapons following new U.S. blockade.
🥛 The real AI winner 🧠
It’s not who you think.
🥛 The AI advantage you can’t copy 🧠
Meta already has it.
🥛 What does the war mean for the U.S. economy? 🇺🇸
“Wartime” economic data is trickling in.
🥛 The AI Bubble just got real 🚨
And the market isn’t ready.
🥛 What’s going on with the war? Nobody knows 🤷
Markets are confused, and so am I.
🥛 The hidden robotaxi winner 🏆
It’s not Tesla or Waymo.
🥛 Bye TACO, hello NACHO 🇺🇸
Is Insider losing his grip on markets?
🥛This AI selloff makes no sense❓
What the market is missing.
🥛 When will the war end? ⏳
Global markets are still deeply tied to the Iran war.
🥛 The most dangerous bet in AI ⚠️
This could control everything.
🥛 Will the war cause a global recession? 🌍
One analyst warns of a “pandemic-style” shutdown.
🥛 The AI trade nobody sees 👀
It’s not the GPUs.
🥛 What’s next for the Fed as oil surges? 📈
The Fed has a big headache...
🥛 The fall & rise of a $70B CEO 📈
8 years later, he’s back with AI.
🥛 The Iran war is upending global markets ⚠️
What will happen next?
🥛 The Iran war is upending global markets ⚠️
What will happen next?
🥛 The sleeper AI trade 🤫
The trade no one is watching.
🥛 Should we be worried about oil? 👀
What do elevated oil prices mean?
🥛 Apple just dropped a bomb 💣
And barely spent a dollar.
🥛 The most important chart in the world: oil 🛢️
Should we be worried about oil?
🥛 The chip every AI needs? 👀
Demand is exploding.
🥛 Is there a credit problem brewing? ⚠️
There are signs of credit issues growing...
🥛 The AI war Silicon Valley feared 🥊
Washington vs Big Tech.
🥛 What does the war mean for markets? 🌎️
How will markets respond to the Iran war?
🥛 Is the market about to crash? 💣
The AI king just lost $400B in days.
🥛 Why the U.S. stock market sucks 📉
The U.S. is getting destroyed by everybody else.
🥛 America’s AI is being copied 👀
Intelligence is the target.
🥛 What’s going on with tariffs? 📦
And what happens next?
🥛 Software is bleeding, who wins? 💻
AI is picking its champion.
🥛 Software is bleeding, who wins? 💻
AI is picking its champion.
🥛 How markets respond to military escalation ⚔️
And what does it all mean for asset markets?
🥛 The most wanted man in AI 🔥
A bidding war followed.
🥛 Where is inflation heading next? 🧭
Looking at the latest inflation data.
🥛 The app that could kill your bank? 🏦
Why banks should be terrified.
🥛 What’s the latest on the U.S. jobs market? 👷
Let’s take a deep dive into the data...
🥛 A silent contender just emerged 👀
The power gap is closing.
🥛 Why is tech lagging so much? 🖥️
What’s going on with the tech sector?
🥛 The AI boom has a huge problem 👀
The future depends on this.
🥛 When will the “software smash” end? 🔨
There’s a murder occurring in plain sight.
🥛 The AI boom has a silent king 👑
Power beats brains this cycle.
🥛 So, will Kevin Warsh cut rates? 📉
It’s time to talk about Kevin...
🥛 Insider Insider just set Tesla on fire 🔥
Insider is done playing the car game.
🥛 When will the Fed cut rates? ✂️
Deciphering the latest Fed decision.
🥛 Microsoft's AI leak (investors only) 💰
Their AI secret is finally out.
🥛 Not again... Another government shutdown? 🏛️
What does this mean for asset markets?
🥛 This IPO could make you filthy rich 👀
The AI gold rush is heading to Wall Street.
🥛 Why two big events have rocked markets 📉
It’s been a rollercoaster ride.
🥛 Is this the end of OpenAI? ⚠️
Silicon Valley’s messiest divorce.
🥛 U.S. vs Europe trade war - what’s next? ⚔️
Tariffs are back in the spotlight.
🥛 AI's biggest winner isn't who you think 💎
While everyone fights, they profit.
🥛 What’s going on with inflation? 🏷️
And what does it mean for asset markets?
🥛 This stock is ready to explode 🚀
Why I’m aggressively buying.
🥛 Insider vs Insider - What’s going on? ⚖️
And what does it mean for markets?
🥛 Nvidia’s next weapon (opportunity?) 💸
The company holding the keys to the Rubin rack.