News
Stories from the desk. Each one is a page, linked to the others.
An AI Agent Broke Out. NVIDIA Wants to Build the Guardrails.
The July Hugging Face intrusion exposed the risk of agents crossing security boundaries. NVIDIA's September 28 safety platform makes the case for secure AI infrastructure, but the proof is still ahead.
Micron Has a High Beta. What Does That Actually Tell You?
A SWE Capital Dossier on 15 familiar stocks, the difference between market sensitivity and volatility, and using beta to build a portfolio you can live with.
Bitmine’s Ethereum Treasury Keeps Growing. The Per-Share Math Is the Test
Bitmine reported 5.98 million ETH and $17.1 billion of combined holdings. The figures matter, but so do ETH prices, staking results, share issuance, and preferred claims.
Hims & Hers Is Growing Fast. Its Next Test Is the Quality of That Growth
Revenue and subscribers rose in Q2 2026. Thinner margins, negative cash flow, a GLP-1 transition, and a pending lawsuit complicate the picture.
IREN’s AI Cloud Contracts Are Growing. The Next Test Is Delivery
AI Cloud revenue more than doubled in IREN’s June quarter, but contracted run-rate revenue is still ahead of revenue recognized today. Deployment, funding, and pricing matter next.
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What to expect from Meta Connect 2026
A preview ahead of Zuckerberg’s 7:00 p.m. ET keynote. Glasses are the strongest bet. Specific products are not confirmed.
Meta’s Muse meets a 5% Treasury yield
Muse raised questions about who keeps the customer. A 10-year yield at 5.106% changed what investors will pay for future profits.
Account levels at 1% per week
25k, 50k, 100k, and 250k. The week budget scales. The rule does not.
The risk engine
SWE Capital software sizes the trade and blocks size past 1% of the account per week.