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THE CONTROL ROOM
Where strategic experience meets the future of innovation.
Microsoft AI Spending: $357 Billion Proof the Market Wants Receipts, Not Promises
Microsoft lost $357B despite beating earnings. Meta surged on similar AI spend. The difference? AI receipts vs. AI promises. What the market is really pricing for Microsoft's AI Spending.
Tony Grayson
Feb 411 min read
AI Nuclear Investment Risk: The Rickover Test for SMR Hype
AI Nuclear Investment Risk is real: NuScale failed, TerraPower slipped 5-7 years, HALEU doesn't exist. Tony Grayson's Rickover Test before you deploy capital.
Tony Grayson
Jan 1515 min read
Fermi Stock Crash Explained: The First Casualty of AI's Nuclear Fantasy
The Fermi stock crash explained: FRMI dropped 33% after its anchor tenant walked. A former submarine commander breaks down why AI nuclear data centers can't outrun physics.
Tony Grayson
Dec 17, 202515 min read
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