News and Insights

Two months ago 700 AI agents broke out of a sandbox and hacked a real company. This weekend the most powerful CEO in tech declared the finish line crossed. Here's the trade underneath the noise.

Gold is sitting at $4,705 an ounce. JP Morgan is calling for $5,000 by Q4 and $6,000 long term. Central banks have been hoarding the stuff for three straight years. The US-Israel war on Iran is still simmering. The dollar's getting flogged. Every macro signal is screaming hard assets, and every fund manager on Earth is scrambling to find real ounces in safe jurisdictions.

Cannabis stocks have been a graveyard for years. Anyone who touched them got their face ripped off. Investors learned to spit on the sector, fund managers blacklisted it, and the financial press treated it like a punchline. That's exactly the kind of setup we love.