TSMC Is Creating a Crisis in Analog Chips: Here's Who Benefits

How The FED Will Inflate Away The Debt & What You Should Do

Today I discuss macro - with the new Fed Chair in place, what the strategy will be and what investors should do.

The State Of AI: Ranking Each MAG7 Stock

Today I rank each MAG7 stock based on the state of AI. Today is much different than a year ago when everyone felt these companies needed its own Large Language Model and massive data centers. Each company can win in its own way - but some companies will have an easier path. I discuss Amazon, Microsoft Google, Meta, Apple and Tesla.

Mythos Changes Everything: Do This Now

Last year I wrote a Substack piece arguing that salaries would eventually get repriced to the cost of compute. Tonight, Anthropic dropped a new model called Mythos to a locked list of partners — and the receipts they published are the cleanest proof of that thesis I could have asked for. In this episode: what Mythos actually is, why Anthropic is keeping it on a leash, why elite security work just got repriced overnight, and why the gap between AI capability and AI adoption is now the single biggest alpha in the market. Premium research: https://myequityempire.com [https://myequityempire.com] MegawattAlpha: https://megawattalpha.com [https://megawattalpha.com]

Private Credit Panic: What You Need to Know

Blue Owl Capital just locked investors out of a $1.6 billion fund. Muddy Waters says SoFi's loan losses are double what they report. And I pulled the SEC filing that connects the two — showing exactly where SoFi's loans end up, who gets to decide what they're worth, and who's left holding the risk.In this video, I break down the three-layer machine behind private credit: the originators, the packagers, and the investors caught in the middle. If you've been seeing private credit headlines and wondering what's actually going on — this is the video.Substack: https://colintedards.com [https://colintedards.com]X: https://x.com/InvestorVideos [https://x.com/InvestorVideos]

TSMC Is Creating a Crisis in Analog Chips: Here's Who Benefits

Everyone knows about the AI chip shortage. But after sitting through a dozen conference calls at the Morgan Stanley TMT conference, four semiconductor executives — from NXP, Analog Devices, ON Semi, and Texas Instruments — all pointed to the same trend nobody is talking about. TSMC is converting its older fabs to meet AI demand, and that's quietly draining supply from the analog chip market. These are the chips that go into cars, drones, robotics, wearables, and almost every electronic device. Inventories are at rock bottom, demand is about to recover, and most manufacturers won't be ready. One company spent six years and billions of dollars preparing for exactly this moment. We break down the setup, the risks, and why this could be the next big semiconductor trade.