Happy Hump day to The Greatest Living Americans!
Especially the folks who read my newsletter everyday! Today We will go over some breaking news in the world of innovation. As a reminder, G.L.A. INVEST is here to empower our subscribers with breaking news, news translations, scam protection, also independent perspectives that were forged over a 25 year career in finance. We believe that the biggest risk facing investors is not positioning their portfolio’s to take advantage of the coming boom in productivity lead by AI, Robotics, Genomics, Energy Storage, and Blockchain. With this Innovation boom, There will be massive disruption in legacy companies who did not invest in innovation, in stead they catered to short term investors with dividends and share repurchases. Leaving their companies in jeopardy of “Creative Distruction”
Breaking News from G.L.A. INVEST RESEARCH
March 11, 2026 Quick hits on our core family of long-term innovation plays —AI infrastructure (public + private), Bitcoin/crypto regulatory tailwinds, autonomous mobility, and tokenized 24/7 markets. These are the themes we’ve been stacking for years. All eyes on scalable, high-conviction disruption.
Oracle Taps Cerebras — Massive AI Hardware Validation, Oracle CEO Clay Magouyrk just name-dropped Cerebras (wafer-scale AI chips) as a core part of its cloud infrastructure alongside Nvidia and AMD on the Q3 earnings call. Huge third-party endorsement for the private AI chip leader, which is prepping a fresh IPO attempt (targeting ~$2B raise as soon as April) after raising another $1B earlier this year and signing a reported$10B+ multi-year compute deal with OpenAI. Oracle stock spiked double-digits on strong AI revenue guidance. This is exactly the kind of ecosystem momentum we love in private AI infrastructure.
Kevin O’Leary: Clarity Act Passage = Bitcoin to $200K. Billionaire Kevin O’Leary is all-in bullish: The Digital Asset Market Clarity Act (Clarity Act) is “on track to pass” and could unleash trillions in institutional capital, sending Bitcoin to $200,000. The bill clarifies SEC vs. CFTC jurisdiction (securities vs. commodities), builds on last year’s stablecoin framework, and is currently seeing Senate compromise talks on yield-bearing products. Regulatory clarity = rocket fuel for Bitcoin treasuries and crypto adoption. O’Leary’s call aligns perfectly with our long-term Bitcoin conviction.
Tesla China Sales Boom + Cybercab Production Update– Tesla’s China-made Model 3/Y sales (Shanghai Gigafactory, including exports) surged 91% YoY in February to 58,600 units — fourth straight month of growth and a clear rebound signal despite seasonal Lunar New Year effects. Demand resilience is showing. On the autonomy front: First Cybercab production units have already rolled off the Giga Texas line (ahead of schedule). Volume production ramp officially targeted for April 2026 with early output measured and scaling through the year. Consumer version under $30K still eyed for 2027 deliveries. Robotaxi and Optimus momentum remains a cornerstone of our multi-year Tesla thesis.
MicroStrategy (Strategy) STRC = Its “iPhone Moment”Michael Saylor just called Strategy’s new STRC (Stretch) Perpetual Preferred Stock the company’s iPhone moment — a breakthrough financial engineering play. High-yield (now hiked to 11.50%, 7th increase) stable ~$100 par shares backed by the massive Bitcoin treasury. It lets them raise billions (recent $4.2B ATM program) with far less common-stock dilution while giving income-focused investors clean exposure. Classic Saylor genius: STRC for stability + MSTR common for leveraged upside. Bitcoin treasury companies are rewriting corporate finance.
Kraken Launches True 24-Hour Stock Trading –Kraken just rolled out xStocks — tokenized versions of major US equities & ETFs (TSLAx, AAPLx, S&P 500, etc.) tradable 24/5 on the platform (24/7 once withdrawn on-chain). Fresh Nasdaq partnership positions Kraken as a distribution partner for broader tokenized equity rollout. Continuous, blockchain-powered markets are here. This is the bridge we’ve been waiting for between crypto rails and traditional assets.
Anthropic is suing the Department of Defense and Trump administration after being labeled a “supply-chain risk” (a designation usually reserved for foreign adversaries). The clash stems from Anthropic refusing to remove guardrails on using Claude for fully autonomous weapons or mass domestic surveillance. The company is fighting the ban in federal court, with support from Microsoft and even employees at OpenAI/Google. National-security AI tensions are real — watch this one closely for implications on responsible AI deployment.
G.L.A. INVEST RESEARCH — Our Investment Philosophy is a Little Unconventional, We Like To Put All Of Our Eggs In Just A Few Baskets, Then Watch Those Baskets Very Closely.
A Quick Look at the Yearly performance of The G.L.A. INVEST “Sexy 6” Buy and hold Strategy (TSLA,PLTR,MSTR,HOOD,NVDA,ARKB) Like last year in April, The G.L.A. Sexy 6 is down more than the S&P500 YTD, Lets see how it performs as we climb out of this correction.
