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UBS Identifies "The Next Leg Of The AI Trade"
UBS Identifies "The Next Leg Of The AI Trade"
Catherine Gordon, UBS's energy and resources expert, highlighted "AI Infrastructure Constraints Emerge As Next Leg Of The Trade" in a Friday note to clients. The theme closely aligns with our "Owning The Bottlenecks" note, which centered on companies positioned to benefit from supply constraints in the critical materials space that feed not only the AI infrastructure buildout but also the rearmament supercycle.
Gordon's note outlined that traders are shifting their focus to the power, data-center capacity, and financing needed to sustain...
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Sep 27, 2026 / Jason Ditz
Israeli Strikes Surge Across Southern Lebanon in Latest Escalation
On Saturday, Israeli officials reported that Hezbollah carried out an explosive drone attack against their troops. Notably, the drone was described by the IDF as having been “launched toward” their troops, but it caused no damage or casualties. Israel responded with yet another substantial escalation of Israeli strikes against southern Lebanon. Intense shelling was reported […]
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Apr 30, 2026 / Tyler Durden
Political Violence And The Willful Self-Deception Of The Left
Political Violence And The Willful Self-Deception Of The Left
Authored by John R. Lott Jr. via RealClearPolitics,
Violence motivated by political differences has emerged as a defining, if alarming, feature of 21st -century American civil life. Neither side in our nation’s increasingly dangerous ideological divide has a monopoly. But one side, the Democratic Party and its allies, refuses to acknowledge the increase in mayhem from the left.
Would-be Trump assassin Cole Tomas Allen
This is true even in the face of the campus assassination of beloved conservative activist Charlie Kirk – or the...
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Sep 11, 2026 / Tyler Durden
Now They Think Babies Can Be Racist...
Now They Think Babies Can Be Racist...
Authored by Steve Watson via Modernity News,
A woman sat in front of a camera this week and told the internet she had witnessed a "racist baby"...
Not a joke account. Not a sketch. A straight-faced lecture about an infant who looked at someone for a few seconds - and, in her telling, revealed the original sin of race hatred barely out of the womb.
The woman declares that "watching children mirror racist behavior is WILD." She describes a baby staring at her 'friend of colour',...
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