The Modern Man’s Guide to Timeless Class
AI Bets, and the Firms Shaping the Next Cycle As markets move toward 2026, the world’s largest investment firms are converging around a common theme: artificial intelligence is no longer a trade — it’s an economic force. Yet beyond that shared conviction, their strategies diverge meaningfully in how they balance…
Tesla Investment Report – September 2025 Executive Summary Tesla Inc. (TSLA) is evolving from a pure electric vehicle (EV) manufacturer into a diversified technology, energy, and AI-driven mobility company. This report provides a detailed sum-of-the-parts valuation across its core businesses—Automotive, Energy, Autonomous/Robotaxi services, Humanoid Robotics, and Future Opportunities—while identifying near-term…
Redwire (RDW) Date: September 1, 2025Analyst View: Redwire is in the middle of a transformation. With its recent acquisition of Edge Autonomy, the company is no longer just a space-infrastructure boutique. It’s trying to position itself as a multi-domain defense and space player — aiming to compete, at least in…