Ideas
UFC rights expand Paramount+ TAM.
UFC rights on Paramount+ sent the app to the top of the iOS chart and give Paramount+ a real reason to sign up users. Paramount+ has a huge TAM because there aren't many subscribers, and the $7.7 billion UFC rights cost can be offset if they add around 10 million subscribers over eight years; the math feels somewhat doable.
Nvidia investment validates elite CoreWeave.
Nvidia's additional $2 billion investment validates CoreWeave's growth, management, and business model. CoreWeave has proven it is one of the most elite Neoclouds, making it not a bad investment despite the circular-deals debate.
AI inference demand keeps rising.
AI inference demand is not decreasing. H100 rental prices have been climbing, and new applications like Clawdbot create step-function increases in token usage, supporting continued GPU demand.
Next supercycle moves economy to Ethereum.
The financial supercycle is ending and the next supercycle will move the global economy onto decentralized rails. Ethereum is the leading platform for this shift, with 2026 set to be an epic year for TradFi on DeFi. Ether is an appreciating store of value as institutional adoption brings capital and forcing functions.
Stablecoin adoption grows globally.
The US wants to dollarize the world for free using stablecoins, and stablecoins will be incredibly valuable for citizens around the world to have stable stores of value. This adoption supports the stablecoin sector.
TradFi adoption drives DeFi growth.
2026 will be an epic year for TradFi on DeFi. Traditional finance will bring capital, giant balance sheets, and forcing functions that cause quantum leaps in DeFi growth. Legislators will figure out DeFi, and it is critical not to impose rules that straightjacket the industry.
Nuclear demand outstrips fuel supply.
Advanced nuclear reactors for defense, space, AI, and industrial applications face insatiable demand from hyperscalers. The fuel fabrication supply chain is lacking, and micro reactors are turning on this year with SMRs by the end of the decade. Nuclear is here to shine, and uranium is the primary fuel.
Space and defense opportunity is early.
There is a huge opportunity in space and defense. The satellite internet market is heating up with multiple constellations, and it will take more than one company to build the internet from space. Enterprise and sovereign satellite demand is growing, and the market is in very early stages.
Space and defense opportunity is early.
The satellite internet market is not winner-take-all; it is following terrestrial telecom's evolution and will require many companies. Demand is expanding across consumer, enterprise, and sovereign customers, with new constellations targeting laser comms and enterprise-grade services. The market is in very early stages.
Bullish on all AI layers.
Today's AI models have deficits and cannot yet form complete human-like learning loops. Opportunities exist across foundational labs that improve models, component companies that plug into models, and application companies that collect vertical data. She is bullish on all layers, depending on the founder and company.
Physical automation is hard but inevitable.
Automating physical-world work like supply chain, robotics, manufacturing, and welding is harder because models lack understanding of force and temperature. But labor shortages and long-term potential make it a large opportunity; she is excited about automating hard physical work.
Generalized computer-use agents beat frontier labs.
Generalized computer-use agents are the future. Companies building platform-agnostic tools on top of all models can outperform frontier labs by automating all computer work, not just browsers. This system-level automation will replace hands-on computer use.
This TBPN video, published January 26, 2026,
features John Coogan, Tyler, Joe Lubin, Kurt Terrani, Christian Keil, Lan Xuezhao
discussing PSKY, CoreWeave, NVDA, ETH, Stablecoin sector, DEFI, URA, ITA, SPACE, AI-SECTOR, ROBO, Automation, AI agents.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
John Coogan,
Tyler,
Joe Lubin,
Kurt Terrani,
Christian Keil,
Lan Xuezhao
· Tickers:
PSKY,
CoreWeave,
NVDA,
ETH,
Stablecoin sector,
DEFI,
URA,
ITA,
SPACE,
AI-SECTOR,
ROBO,
Automation,
AI agents
