Exponential Learning

A transformative two-host summary of a research report on the rotation from crowded AI trades into neglected quality stocks (Oct 2026). Covers market crowding evidence, the AI capex bull-vs-bear debate (Einhorn, Burry, Klement vs Goldman, JPMorgan), four catalysts for the neglected side, fund-flow data, and stock ideas grouped by theme. Not investment advice.

A transformative two-host summary of 'A Month with Muse' (MBI Deep Dives, October 2026; https://www.mbi-deepdives.com/muse-month/). We worked from the full published article text. A solo founder's 30-day field test of Meta's Muse AI agent: website wins, insurance shopping, content creation, Meta ads, the always-on personal agent layer, the hiccups, and what it means for the agent race.

Alex and Jordan on the global grid build-out for AI: record backlogs, pricing power in scarce assets, and the long runway for Eaton, Amphenol, Quanta, Siemens Energy, GE Vernova, and Schneider Electric.

Alex and Jordan on the global defense build-up: prime backlogs vs market caps, drone specialists, and the investment case for LMT, NOC, LHX, BAE, Axon, and Palantir.

Alex and Jordan catch you up on the new Fed chair — his crisis-era past, the most divisive confirmation in Fed history, his reform blitz, the September rate hike, and the standoff with the president who appointed him.

Alex and Jordan catch up on the legendary investor's 2026 views — short bonds, a rotating AI trade, a huge biotech bet, and a public feud with his own mentee the Treasury Secretary — plus the Black Wednesday lore and the Nvidia fumble that made him a legend.

Alex and Jordan dig into the Q2 2026 13F filings of Pershing Square, Third Point, ValueAct and TCI: biggest positions, adds, trims, and new bets.

Alex and Jordan dig into the Q2 2026 13F filings of Altimeter, Atreides, Appaloosa and Durable Capital.

Alex and Jordan break down the Q2 2026 13F filings of Baupost, Jericho, Kensico and Par Capital: top positions, adds, trims, and new bets.

Alex and Jordan break down the Q2 2026 13F filings of Lone Pine, Maverick, Coatue, D1 and Whale Rock, including D1's massive SpaceX bet and a wave of new AI infrastructure positions.