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NUAI  ·  2026-07-18

NUAI: Helium to AI Data Centers, With Securities Lawsuits Attached

New Era Energy & Digital (NASDAQ: NUAI) is a micro-cap AI infrastructure story that has pivoted from helium extraction to AI data center development. The company claims a 438 km² site in Ector County, Texas ("Texas Critical Data…

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MSFT  ·  2026-07-18  ·  Constructive

MSFT: The AI Capex Overhang Is Real. So Is the Moat.

Microsoft Corporation is a $2.98T market-cap software and cloud behemoth, organized into three reportable segments of roughly comparable size: Productivity and Business Processes (M365 Commercial/Consumer, LinkedIn, Dynamics),…

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