Nuclear is not a climate trade; it is a structural grab for 24/7 uptime in an AI world that cannot run on weather. Own the chokepoints - steam turbines, uranium supply, and HALEU enrichment - rather than betting on which SMR design wins the race - more inside.

The 'Cheap Gas' era is over. A structural collision of AI demand, LNG exports, and Permian bottlenecks is forcing a $4.50+ floor. Insiders (Warren/Kinder) just deployed $120M+ of personal capital. This is a rare accumulation window.

Aging fleets, jammed shipyards, & Red Sea disruptions spell multi-year high shipping rates. Ditch dividend chasing - embrace scarcity for capital gains. Our playbook spotlights 5 stocks to buy, and 1 stock to avoid (Star Bulk). Risks, entries, and setups. Navigate the tangible asset boom; Roadmap ⬇️

The DAT Sector Reset is here. MSTR is no longer the only game in town. As institutional capital rotates from leverage to yield, the premium is collapsing. We analyze the "Reflexivity Death Spiral" and why the inst. money is moving to zero-debt alternatives.

The Jan 15 MSCI decision risks an $8.8B forced unwind. The premium trade is dead. We’re shifting to true yield and defensive ops. 50% of DATs vanish by 2026. Don't be exit liquidity. Here is the probabilistic path to play this setup in the next 3-6 mo.

The U.S. shale era is over. A new, multi-trillion-dollar capital cycle is beginning. This definitive framework shows how to pivot from volatile speculation to owning indispensable infrastructure—the "toll roads" of the new energy economy, from offshore services to AI power grids.