Temple 8 Research
@Temple_Eight
Mapping the 2025-2035 AI Mega Cycle. Focus: AI x Macro x Energy Infrastructure. Institutional-grade research https://substack.com/@temple8capital
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The era of flat power demand is over. In a single year, the US grid planning forecast nearly doubled. We are trying to push an elephant through a garden hose. We are not witnessing a tech cycle. We are witnessing a civilizational rewrite. Here is the map of the new industrial…
Three years ago, tokenized Real World Assets totalled $5 billion. Today it’s $30 billion. And we haven’t left pilot phase The plumbing of finance is being ripped out and replaced. The banks aren’t fighting crypto anymore. They’re buying the infrastructure. BlackRock,…
BREAKING: 69% chance Tim Walz is charged with a federal crime
Standard rooms at Fairmont Lake Louise and Post Hotel going for $1,700/night this weekend. Luxury tourism industry is booming.
Steve Cohen at Point 72 is long the Grid and loaded with S&P puts. The Logic is flawless: • The Offense: The AI Power trade is just starting. • The Defense: The macro valuation is stretched. Own the bottleneck. Hedge the bubble. The right move. $spy $Spx #energy…
How Richard Branson started an airline with no money.
🚨A SMALL ALLOCATION CAN PROPEL BITCOIN Mike Novogratz: $45 TRILLION of baby boomer wealth is managed by RIAs. If just 3% moves into crypto, that’s $1.2 TRILLION. At 5%, it’s $2 TRILLION. Bitcoin’s entire market cap is only at $1.7 TRILLION.
The AI buildout demands energy liberation, US moves on Venezuela, next Canada. Likely a few provinces breakaway first & eventually become the 51st state. #geopolitics
🚨 BREAKING: Alberta independence meetings are happening at the highest levels in Washington with the US State Department. The U.S. views a free and independent Alberta as aligned with its national security interests. Key points: ✅ U.S. recognition of an Independent Alberta…
Correction, its not a buy but an agreement. groq.com/newsroom/groq-…
Jensen dropped a bombshell on Christmas Eve! Nvidia’s acquisition of Groq isn’t just a "tack-on" deal; it is a $20 billion scorched-earth policy. By absorbing the LPU (Language Processing Unit), $NVDA has effectively cornered the only architecture that made their H100s look like…
Its really not though, the prime beneficiaries of the 'tax refund' are once again the upper class or the upper portion of the K shaped economy. While the bottom portion, 'main street' is once again left out in the cold.
🚨 THIS IS FLYING UNDER THE RADAR 🇺🇸 Scott Bessent says Q1 2026 could be one of the biggest tax refund seasons ever. Americans didn’t change withholding. Inflation cooled. Wages rose. Result? A cash surge is coming. 👀
Just when everyone was ready to ditch the 'Green Giant' for Google TPU's..
Jensen dropped a bombshell on Christmas Eve! Nvidia’s acquisition of Groq isn’t just a "tack-on" deal; it is a $20 billion scorched-earth policy. By absorbing the LPU (Language Processing Unit), $NVDA has effectively cornered the only architecture that made their H100s look like…
Jensen dropped a bombshell on Christmas Eve! Nvidia’s acquisition of Groq isn’t just a "tack-on" deal; it is a $20 billion scorched-earth policy. By absorbing the LPU (Language Processing Unit), $NVDA has effectively cornered the only architecture that made their H100s look like…
Tungsten climbs the Matterhorn Rightly so, it’s one of the purest war elements on the Periodic table. No gas turbine, no jet engine, no drilling of anything hard without tungsten.
$CVNA CVNA’s fate now hinges on a single, boring metric: Gross Profit Per Unit (GPU). Even if Carvana pays off 2 billion of its debt with new stock issuance, if GPU collapses in 2026 to our $3200 target & we think it will. The math no longer works. Our Macro thesis is the key.…
I sat down with the incoming Chief Financial Officer at Robinhood, Shiv Verma, to discuss his trajectory at the company, the journey from going public to joining the S&P 500, how operating leverage has been key to the company's success, and what the future holds for Robinhood.…
One of the most misunderstood truths in investing. Real long term wealth gets built during corrections and bear markets.
Demo showing our system doing autonomous assembly of a part! What else should we have it do? And if you want a hand, wait list is open here! airtable.com/appbuPsRZGM5IY…
Soros just fired the loudest shot of Q4. To see a macro fund of this scale break their 8% concentration rule for $AMZN is a massive "tell." He’s not alone—Druckenmiller just opened a $100M position, Buffett is holding 10M shares as his "Final Era" pick, and Ackman hasn't touched…
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