blueprint

blueprint

Why is the AI money climbing the stack?

Jul 29, 2026

•

5 min read

Why is the AI money climbing the stack?

One software name printed a record today. Another reports next week. And the Fed decides at 2 p.m.

Main St. Betz Lead Editor
Main St. Betz Lead Editor

blueprint

Why won't Wall Street pay for AI orders?

Jul 22, 2026

•

6 min read

Why won't Wall Street pay for AI orders?

Super Micro booked $60B in orders and still trades ~50% below its high.

Main St. Betz Lead Editor
Main St. Betz Lead Editor

blueprint

Why tankers won when defense stocks didn't

Jul 8, 2026

•

6 min read

Why tankers won when defense stocks didn't

The US just struck 80+ sites in Iran, but defense stocks are actually in the red today. Here are the 4 oil tanker stocks skyrocketing instead.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Main Street Betz Logo

DISCLAIMER

This newsletter is for entertainment and educational purposes only. We are not financial advisors. We are a bunch of apes who figured out how to use a Bloomberg Terminal and a group chat at the same time.

Nothing here is financial advice. We don't know your risk tolerance, your portfolio, or how many times you've panic-sold at the bottom. Do your own research. Talk to an actual licensed professional before you YOLO your savings into anything we mention.

Past performance doesn't guarantee future results. The market doesn't care about your feelings, your conviction, or your "diamond hands." If you can't afford to lose it, don't trade it.

We may hold positions in securities mentioned. Trade at your own risk. Eat Cookiez responsibly. 🍪

Global Direction LLC

2232 Dell Range Blvd Suite 303 1147 Cheyenne, WY 82009

Privacy Policy