8/11/2026 - It's already the biggest capital expenditure (capex) driver
of gross domestic product (GDP) growth in history, and now
they are backing up the truck. From a societal perspective,
amazing things came from canals and railroads,
electrification, highways, and the telecom buildout, but the
investment landscape was riddled with winners and even more
carcasses....
Payne's Perspective: Huge IQ & Ego & Dangerous Arrogance
8/3/2026 By Charles Payne, CEO & Principal AnalystLeopold Aschenbrenner graduated from Columbia at 19 years old, got a job with Sam Bankman-Fried, and then at OpenAI, where he butted heads with the bosses and the board.
Read more.