ETF Alert | Substack

Pentagon's $500B Defense Shift: Hegseth Just Picked Winners

The Defense Spending Revolution: How Emerging Tech Companies Are Stealing Contracts from Boeing and Lockheed

Jan 14 • Etf Alert

Sam Altman's AI Hardware Has a Launch Window. Here's What We Know

Less than 24 Months from prototype to market

Nov 27, 2025 • Etf Alert

The Chip War Escalates. Meta Chose Google Over Nvidia ($NVDA, $META, $GOOGL)

When advertising rivals become chip partners

Nov 26, 2025 • Etf Alert

The Diversification Myth: What's Really in Your SPY Portfolio?

What happens when concentration replaces diversification

Nov 25, 2025 • Etf Alert

Gold Hit $4,381, Silver Lagged to $50. Here's Why the 81:1 Ratio Won't Last

At 81:1, This Ratio Sits 20% Above Historical Norms

Nov 24, 2025 • Etf Alert

Forget Tech Stocks: Why Copper Miners Are the Real AI Play

Data centers will consume 945 TWh by 2030

Nov 21, 2025 • Etf Alert

Inside NVIDIA's $57 Billion Quarter: Why Insiders Are Selling While Retail Doubles Down

Company executives unloaded $1 billion in shares before the 62% revenue surge

Nov 20, 2025 • Etf Alert

Why Wall Street Missed the Real Story in the $1 Trillion Saudi Deal

How lifting chip export restrictions unlocked $68B in new revenue that's not priced yet

Nov 19, 2025 • Etf Alert

Home Depot's Q3 Earnings: What You Need to Know

Q3 2025: $3.74 EPS vs. $3.81 Expected | 0.2% Comp Sales Growth | Full-Year Profit Down 5%

Nov 19, 2025 • Etf Alert

Bitcoin Crashed to $92K After Historic $19.37B Liquidation. Is Sunday's Bounce Real or Just Another Trap?

Panic in crypto market

Nov 17, 2025 • Etf Alert

The Data Behind the Great Tech Rotation (Cyber vs. Semis)

Global cyber spending hits $212B in 2025

Nov 14, 2025 • Etf Alert

Top posts

Weekly Digest: The State of Crypto ETFs

Aug 18, 2025 • Etf Alert

Charlie Kirk: "When People Stop Talking, It's a Violence"

Sep 13, 2025 • Etf Alert

Fed Rate Decision: How FOMC Meeting May Affect Bond ETFs

Sep 15, 2025 • Etf Alert

Weekly Market News: The Full Breakdown

Sep 12, 2025 • Etf Alert

Must-Own Dividend ETFs: Your Strategy for Q4 2025 ($VNQ, $SCHD, $NOBL)

Sep 16, 2025 • Etf Alert

ETF Alert

ETF Alert

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My Weekly Stock

My Weekly Stock

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