Altimetry Authority

In this episode of Altimetry Authority, Rob and Joel break down four key charts they believe will shape markets in 2026—and why they think the bull market can continue through 2026. They cover the biggest forces driving the next leg of this cycle: the electricity/utility cost surge, the reality of pullbacks inside major bull runs, a potential interest-rate “kickstart” for the consumer, and the macro picture behind U.S. vs. China vs. Russia. They also share two companies they believe could be beneficiaries of these trends, including how “uniform accounting” changes the profitability story versus standard GAAP. If you stick around to the end, you’ll also hear how they’re thinking about the “boom vs bubble” debate—and why they want critics to bring data. ➡️ Get the special report mentioned in the episode: https://newenergyboom.com 👇 Drop your take in the comments: Are we in a bubble… or still early in a boom? Episode Timestamps: 00:00 Four charts that shape the 2026 market outlook 01:32 Why rising electricity costs could dominate the 2026 election 03:44 AI, re-industrialization, and the coming power infrastructure surge 05:17 Why pullbacks are normal in major bull markets 08:36 Boom vs. bubble: challenging the popular narrative 11:00 Why a new Fed chair in 2026 could change interest rates 12:20 How lower rates could reignite the consumer 15:53 Global power shift: U.S. vs. China vs. Russia #AltimetryAuthority, #StockMarket, #Investing, #MarketOutlook, #BullMarket, #2026Outlook, #InterestRates, #FederalReserve, #EnergyInfrastructure, #Utilities, #AIInfrastructure, #Reindustrialization, #ConsumerSpending, #Geopolitics, #USvsChina, #UniformAccounting, #joellitman, #robspivey

Is Oracle (ORCL) really an AI winner — or is Wall Street right to be skeptical? In this episode of Altimetry Authority, we break down why Oracle’s aggressive push into AI data centers may be structurally destroying returns, despite the market’s enthusiasm around artificial intelligence. We also cover why AI data centers are not great businesses, compare Oracle to hyperscalers like Microsoft, Amazon, and Alphabet, and explain why the real AI bottleneck isn’t data centers — it’s energy, labor, and electrons. Then, in a 3-minute drill, we analyze Concentrix (CNXC), one of the world’s largest call center and business process outsourcing companies. If you think Oracle is going to the moon, or you disagree with our take on Concentrix and AI, drop your thoughts in the comments. We read and respond. 👍 Like, subscribe, and turn on notifications for more data-driven stock analysis you won’t hear anywhere else. Episode Timestamps: 0:00 Oracle’s AI data center bet — why the market is skeptical 0:43 Oracle stock surge, AI hype, and fading enthusiasm 1:22 Oracle profitability revealed: GAAP vs Uniform Accounting 1:58 Wall Street forecasts vs market expectations for Oracle 3:54 Why Oracle’s shift to data centers destroys returns 7:43 The real AI bottleneck: energy, labor, not data centers 8:09 3-Minute Drill: Concentrix (CNXC) overview 10:02 AI disruption risk in call centers — is Concentrix a value trap? #Oracle #OracleStock #ORCL #AIStocks #AIInvesting #ArtificialIntelligence #DataCenters #AIInfrastructure #WallStreet #StockMarket #EquityResearch #FundamentalAnalysis #UniformAccounting #ROA #ReturnsOnAssets #TechStocks #Hyperscalers #CloudComputing #ValueInvesting #GrowthStocks #MarketExpectations #Concentrix #CNXC #CallCenters #BPO #AIAutomation #AIDisruption #TechEarnings #joellitman #robspivey #Altimetry #AltimetryAuthority

AI is exploding. Data centers are being built at record speed. But the real bottleneck isn’t chips, GPUs, or data centers — it’s electricity. In this episode of Ultimate Authority, we break down why the United States is heading into a massive electricity shortfall just as AI demand and re-industrialization accelerate. The numbers are staggering: tens of gigawatts of new data center capacity, shrinking baseload power, and surging electricity prices across the country. We explain: - Why electricity is the true constraint on AI growth - How data centers are driving unprecedented power demand - Why natural gas is the only near-term baseload solution - Why utilities may not be the best way to invest in this trend - And two stocks positioned to benefit from the coming electricity buildout We also include a 3-minute drill on Sunoco (SUN), breaking down its business model, dividend yield, cash flow coverage, and what the market is currently pricing in. 💬 Have a stock you want us to analyze? 💥 Disagree about AI’s power needs? 👍 Like, subscribe, and drop your thoughts in the comments. Episode Timestamps: 0:00 – AI’s Real Bottleneck: Not Chips or Data Centers—Electricity 1:15 – The Explosion in Data Center Power Demand 3:55 – Why the U.S. Power Grid Can’t Keep Up 8:45 – Baseload Power Explained (And Why Renewables Fall Short) 12:55 – Why Natural Gas Is the Only Near-Term Solution 15:10 – Two Stocks for the Coming Electricity Buildout 18:25 – Sunoco (SUN) 3-Minute Drill: Dividend & Cash Flow 22:45 – What This Means for Investors Going Forward #AI, #ArtificialIntelligence, #DataCenters, #Electricity, #PowerGrid, #EnergyStocks, #NaturalGas, #BaseloadPower, #Reindustrialization, #InfrastructureStocks, #UtilityCapex, #AIInvesting, #EnergyInfrastructure, #PowerPlants, #GridExpansion, #StockMarket, #Investing, #DividendStocks, #Sunoco, #Primoris, #AnteroResources, #RobSpivey, #JoelLitman, #altimetryauthority

In this episode of Altimetry Authority, we break down one of the most dangerous patterns in the stock market: hype-driven tech stocks masquerading as innovation. From the infamous Long Island Iced Tea → Long Blockchain frenzy to today’s Quantum Computing Inc. (QUBT), we expose how name changes, promotional press releases, bad auditors, and questionable management can inflate valuations—and destroy investor capital. Using forensic accounting, behavioral red flags, and real SEC history, we show why Quantum Computing Inc. is a top “Do Not Buy” stock and why investors should stay far away from hype stocks chasing the latest mania—whether it’s blockchain, crypto, AI, or quantum computing. ⚠️ If you’re investing in quantum computing stocks, AI stocks, or speculative tech plays, this episode could save you from a costly mistake. 👇 Drop a comment if there’s a stock you want us to investigate next. 👍 Like, subscribe, and turn on notifications for more forensic investing insights. Episode Timestamps: 00:00 – The Danger of Chasing “Hot” Tech Stocks 01:02 – Long Island Iced Tea Becomes “Blockchain” 02:45 – Forensic Red Flags Investors Miss 04:48 – From Alcohol Company to Quantum Computing Inc. 06:44 – The Auditor Red Flag No One Talks About 09:28 – Promotional Hype, Insider Selling & Lawsuits 12:42 – Related-Party Transactions & Fake Revenue 14:15 – Final Verdict: Why QUBT Is a “Do Not Buy” #QuantumComputing,#QUBT,#StockMarket,#Investing,#StockMarketWarning,#ForensicAccounting,#StockFraud,#TechStockHype,#SpeculativeStocks,#DoNotBuy,#InvestorEducation,#BlockchainStocks,#AIStocks,#ReverseStockSplit,#BadAuditors,#SEC,#StockAnalysis,#MarketBubbles #robspivey #joellitman

This week on Altimetry Authority, we reveal why Alphabet is the only AI player with all four critical components needed to dominate the industry—and why the market is still mispricing its future return potential. We break down uniform accounting insights, ROA trajectories, and how Gemini’s accelerating adoption could reshape the competitive landscape. We also evaluate Coreweave’s true economic reality and explain why its current valuation implies unrealistic long-term returns. If this analysis helped sharpen your view of the AI landscape, give us a like, share your questions in the comments, and subscribe for more data-driven insights every week. ⏱ Episode Timestamps 00:00 — Alphabet’s AI Moment: Why Gemini Is Surging 01:12 — Google Doubles Market Share: The Data Behind the Shift 03:05 — The Four Powers That Make Alphabet Unmatched in AI 05:36 — Chips, Hyperscale, and Applications: Google’s Full-Stack Advantage 07:56 — Why Wall Street Is Missing Alphabet’s Trillion-Dollar Setup 09:29 — Alphabet’s True Profitability: Uniform Accounting vs. GAAP 12:14 — Nvidia vs. Alphabet: The ROA Battle Ahead 13:30 — The “WeWork of Data Centers”? Coreweave’s Real Economics #AI, #Alphabet, #Google, #GeminiAI, #ArtificialIntelligence, #TechInvesting, #StockMarket, #AltimetryAuthority, #Nvidia, #Coreweave, #DataCenters, #InvestingInsights, #MarketAnalysis, #AIStocks

M&A activity is finally roaring back—and faster than almost anyone expected. After years of pent-up demand, shifting regulations, and CEO hesitation, 2025 is shaping up to be one of the biggest merger booms in years. In this episode of Altimetry Authority, Joel and Rob break down why the M&A market is suddenly exploding… and why investors who understand this moment could be positioned for major upside. We explore: 🔹 The $1 trillion surge in deal activity already hitting the market 🔹 Why new regulatory changes and executive orders are clearing the way for faster approvals 🔹 How interest rate cuts and political shifts are setting up a strong M&A environment for 2025 🔹 Why investment banks—especially firms like Lazard—may be dramatically undervalued right now 🔹 The 4+ years of pent-up acquisition demand that’s now being unleashed across industries 🔹 Why small-cap companies are being snapped up at the fastest pace in years Plus, we reveal details about our new special report, where we identify: ✔️ The most compelling potential M&A targets ✔️ The strategic acquirers best positioned to benefit ✔️ One specific investment bank we believe could shine in this boom If you want to understand what’s driving this merger wave—and where the real opportunities are—this is an episode you won’t want to miss. If you enjoyed this episode, make sure to like, subscribe, and drop a comment to let us know what topics you want us to cover next. Episode Timestamps: 0:00 – M&A Is Back 0:34 – Major Deals Heating Up 1:49 – What Sparked the Surge 3:37 – Why Early 2025 Was Slow 4:21 – Q3 Deal Boom 5:49 – Who Profits: Investment Banks 6:05 – Why Lazard Looks Undervalued 9:58 – Special Report + Final Takeaways #M&A, #MergersAndAcquisitions, #Investing, #StockMarket, #FinanceNews, #MarketTrends, #AltimetryAuthority, #Lazard, #InvestmentBanking, #DealFlow, #Markets2025, #EconomicTrends, #InvestorInsights, #WallStreet