A Quick Update.
Carbon Capital is now launching this Wednesday, March 18th.
Took a few extra days to get everything running properly behind the scenes.
Keep an eye on your inbox that day.
For those who missed it, Carbon Capital is a $100,000 portfolio backed by personal capital, documented from the very beginning.
Every decision made with full reasoning behind it.
Learn more about what is coming here:
You can also read my full investment philosophy here.
Key Data Bites Over The Last Week:
Morningstar analyzed 132 tech stocks for AI disruption risk.
15 S&P 500 stocks showing double-digit gains since start of Iran war.
Yardeni Research raised probability of market meltdown to 35%.
Meta is reportedly planning to cut 20% of its workforce.
Google awarded CEO Sundar Pichai a $692M pay package.
Trump bought >$1.1M of Netflix bonds over the last 3 months.
Billionaire family earned a 1,994% return on a well-timed Gold bet.
Netflix will pay up to $600M for Ben Affleck’s InterPositive.
Billionaire Tilman Fertitta in talks to buy Caesars for $7B.
McDonald’s plans to launch new value meals for $3 or less.
Nvidia will invest $2B in Nebius to scale full-stack AI cloud.
Apple now makes about 25% of its iPhones in India.
Salesforce to raise $25B of debt to fund share buyback.
Target is lowering prices on 3,000 products to regain customers.
Bill Ackman filed to take Pershing Square public and raise $10B.
YouTube is now valued at up to $560B.
IEA agreed to release record 400M barrels of oil.
AI agents could send college grad unemployment over 30%.
Adobe’s CEO will step down after serving for 18 years.
In today’s newsletter:
🚖 Uber Overtakes Tesla
💰 Richest People In The World
🔥 Oracle Is Burning Cash
📉 Inflation Reaches 5-Year Low
❤️ Bumble $10,000 Invested
Let’s jump right in.
Not subscribed yet? Sign up today!
📣 A Message From Masterworks
Wall Street Just Named the Most Crowded Trades of 2026
AI stocks. Metals. Crypto.
Surprise, surprise; gold crashed 16%. Silver plunged 34%. Bitcoin dropped to 1 year lows.
All supposedly "uncorrelated" assets moving in lockstep largely because of overleveraged margin.
JPM strategists warn that the same leverage is still a risk.
Those markets may be recovering now, but cascading liquidations could trigger quickly across several asset classes simultaneously.
So much for diversifying away risk, right?
But get this–
70,819 everyday investors have allocated $1.3 billion fractionally across 500+ exclusive investments.
Not real estate or PE… Blue-chip art. Sounds crazy, right?
Now it’s easy to invest in art featuring legends like Banksy, Basquiat, and Picasso, thanks to Masterworks.
They do the heavy lifting from acquisition to sale, so you can diversify with the strategy typically limited to the ultra-wealthy.
(Past sales delivered net returns like 14.6%, 17.6%, and 17.8% on works held longer than a year.)*
*Investing involves risk. Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd
Uber just pulled off something few expected.
For the first time, the company now generates more operating profit than Tesla.
The comparison becomes even more striking when you look at valuation.
Tesla is worth roughly $1.23T, more than eight times Uber’s $151B market cap.
Much of that gap reflects a dominant narrative.
Many investors believe Tesla’s future robotaxi network will eventually disrupt Uber’s core business.
That idea has weighed on Uber’s stock for much of the past year.
Yet today, Uber is the one generating more operating profit.
Elon Musk is already in a league of his own.
With a net worth of about $830B, he now sits more than $500B ahead of the world’s second richest person.
And the gap may widen even further.
SpaceX is reportedly preparing to file confidentially for an IPO this month, targeting a valuation above $1.75T and raising as much as $50B.
If successful, it would become the largest IPO in history.
And it could push Musk into a milestone no one has reached before:
The world’s first trillionaire.
Oracle’s AI push is accelerating, but it doesn’t come cheap.
The company guided next quarter earnings well ahead of expectations and expects fiscal 2027 revenue to reach about $90B.
The driver is clear: Cloud demand is surging.
Total cloud revenue jumped 44% last quarter, while cloud infrastructure revenue surged 84% as companies race to secure AI compute.
The backlog tells the same story.
Remaining performance obligations have ballooned to $553B, reflecting a 325% YoY increase.
But that growth is coming at a cost.
Oracle’s free cash flow over the last twelve months has fallen to negative $25B as the company pours money into building out data centers.
Management also said it may raise up to $50B via debt and equity financing to expand its cloud infrastructure.
Unlike other hyperscalers funding AI with massive cash reserves, Oracle is leaning heavily on debt to compete in the race.
Inflation has cooled, but new risks are emerging.
Consumer prices rose 2.4% in February, with core inflation at 2.5%, both in line with expectations.
Overall inflation now sits near its lowest level in five years after stabilizing over the past few years.
But the outlook is less certain.
Gas prices have jumped about 19% since the conflict with Iran began, raising concerns that energy costs could push inflation higher again.
At the same time, the broader economy is showing signs of slowing.
U.S. GDP growth for Q4 was revised down to 0.7% from 1.4%.
The Fed meets again on March 18, and most traders expect interest rates to remain unchanged.
Is Bumble starting to buzz again?
Shares of the dating app jumped nearly 30% this week as investors focused on the company’s turnaround efforts.
The latest quarter was mixed, but guidance caught attention.
Bumble expects about $211M in Q1 revenue, roughly in line with forecasts, while adjusted EBITDA is projected around $78M, well above expectations.
Founder Whitney Wolfe Herd, who returned as CEO last year, is now leaning heavily on AI to reshape the platform.
The company is preparing a redesigned version of the app, testing new formats that could move beyond swiping.
It is also developing an AI powered dating assistant aimed at improving matches and user engagement.
📣 Presented by Longview Tax
Actionable “how-to’s” for bridging the tax tech gap
One of the biggest challenges facing tax leaders is the shrinking pool of qualified talent.
This guide explores how you can address the growing tax talent crisis through digital transformation, automation, and the integration of AI.
💉 Back Together↗ – Novo Nordisk struck a deal with Hims to sell Wegovy and Ozempic on the platform.
🎫 Breakup Avoided↗ – Live Nation settled its DOJ antitrust case and avoided a forced Ticketmaster sale.
🆚 Government Feud↗ – Anthropic filed a lawsuit against the Trump administration after the company was declared a supply chain risk.
⏰ Model Setback↗ – Meta delayed its new AI model, code-named Avocado, by several months after performance concerns and weighed licensing Google’s Gemini.
🖲️ Sovereign AI↗ – Palantir and Nvidia are partnering to deliver a full AI data center stack, from hardware to software.
Notable Companies Reporting Earnings Week of March 15, 2026:
Major Trades Published 3/9 - 3/13. Trades may be those of family members. [Source: Capitol Trades]
Buys
Gil Cisneros (D)
Company: Taiwan Semiconductor ($TSM)
Amount Purchased: $101K - $265K
Company: Exxon Mobil ($XOM)
Amount Purchased: $50K - $100K
Company: Alibaba Group ($BABA)
Amount Purchased: $50K - $100K
Markwayne Mullin (R)
Company: Unitedhealth Group ($UNH)
Amount Purchased: $50K - $100K
Tony Wied (R)
Company: Hims & Hers Health ($HIMS)
Amount Purchased: $50K - $100K
Sells
Tony Wied (R)
Company: Lam Research ($LRCX)
Amount Sold: $150K - $300K
Gil Cisneros (D)
Company: Ceridian HCM Holdings ($CDAY)
Amount Sold: $50K - $100K
Markwayne Mullin (R)
Company: Autozone ($AZO)
Amount Sold: $50K - $100K
Jonathan Jackson (D)
Company: IBM ($IBM)
Amount Sold: $51K - $115K
Company: Palo Alto Networks ($PANW)
Amount Sold: $50K - $100K
Major Trades Published 3/9 - 3/13
Buys
Coupang ($CPNG)
Insider: Neil Mehta (Director)
# of Shares Purchased: 7,350,104
$ Amount: $136,562,970
SEC Forms: [1]
Sells
Disclaimer: The publisher does not guarantee the accuracy or completeness of the information provided in this page. All statements and expressions herein are the sole opinion of the author, paid advertiser, or partner and do not reflect the official policy or position of any other agency, organization, employer or company.
Carbon Finance is a publisher of financial information, not an investment or financial advisor. We do not provide personalized or individualized investment advice or information that is tailored to the needs of any particular recipient.
The information contained on this website/newsletter has been crafted with the assistance of an AI language model to enhance the content of this newsletter. We have made efforts to ensure the quality and reliability of the information presented, but we cannot guarantee its absolute accuracy. Therefore, readers are advised to exercise their own judgment and seek additional sources if necessary.
THE INFORMATION CONTAINED ON THIS WEBSITE/NEWSLETTER IS NOT AND SHOULD NOT BE CONSTRUED AS INVESTMENT ADVICE, AND DOES NOT PURPORT TO BE AND DOES NOT EXPRESS ANY OPINION AS TO THE PRICE AT WHICH THE SECURITIES OF ANY COMPANY MAY TRADE AT ANY TIME. THE INFORMATION AND OPINIONS PROVIDED HEREIN SHOULD NOT BE TAKEN AS SPECIFIC ADVICE ON THE MERITS OF ANY INVESTMENT DECISION. INVESTORS SHOULD MAKE THEIR OWN INVESTIGATION AND DECISIONS REGARDING THE PROSPECTS OF ANY COMPANY DISCUSSED HEREIN BASED ON SUCH INVESTORS’ OWN REVIEW OF PUBLICLY AVAILABLE INFORMATION AND SHOULD NOT RELY ON THE INFORMATION CONTAINED HEREIN.
No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned.
Any projections, market outlooks or estimates herein are forward looking statements and are inherently unreliable. They are based upon certain assumptions and should not be construed to be indicative of the actual events that will occur. Other events that were not taken into account may occur and may significantly affect the returns or performance of the securities discussed herein. The information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and the publisher undertakes no obligation to correct, update or revise the information in this document or to otherwise provide any additional material.
The publisher, its affiliates, and clients of the publisher or its affiliates may currently have long or short positions in the securities of the companies mentioned herein, or may have such a position in the future (and therefore may profit from fluctuations in the trading price of the securities). To the extent such persons do have such positions, there is no guarantee that such persons will maintain such positions.
Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein.
This newsletter is sponsored by Masterworks and Longview Tax. Sponsorship does not influence our editorial content. We do not endorse the sponsor’s products, services, or views, and we are not responsible or liable for any interaction or transaction between readers and the sponsor.
Some of the links in this newsletter are affiliate links. This means that if you click on the link and purchase the item, we will receive an affiliate commission at no extra cost to you. All opinions remain our own.
By using the Site or any affiliated social media account, you are indicating your consent and agreement to this disclaimer. Unauthorized reproduction of this newsletter or its contents by photocopy, facsimile or any other means is illegal and punishable by law.
