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Welcome to 2026.

This is your year. And I'll be here each week to keep you sharp on what matters.

Let's get into it.

OpenAI dropped GPT Image 1.5.

It's legitimately better.

Here's what's different:

It's 4x faster. It actually listens to your instructions now. And you can edit specific parts of an image without wrecking everything else.

Good for branding, concept art, prototypes. Basically anything visual you're trying to get out of your head and onto a screen.

Some people say it still can't beat Nano Banana Pro in certain areas. Fair. But for most creative work? This is a real step up.

Worth playing around with this week.

Google AdSense's Auto ads lets you designate ad-free zones, giving you full control over your site’s layout and ensuring a seamless experience for your visitors. You decide what matters to your users and maintain your site's aesthetic. Google AdSense helps you balance earning with user experience, making it the better way to earn.

Take control of your ads

Andrew Chen shared what people are calling the best top 100 book list ever made.

Bold claim. But the replies are mostly agreeing.

Check it out here and tell me what you think.

Not sponsored. Just paying attention. But if you're not using Coinbase yet, use my link - you'll get $30 for signing up.

I've used Coinbase for years. Love how simple it is.

But they're not just a crypto app anymore.

They want to be the place you trade everything.

Crypto. Stocks. Prediction markets. Sports outcomes.

All in one app.

This is where it gets interesting.

They're rolling out prediction markets tied to real-world events. Elections. Earnings. Sports.

Not fantasy. Not DraftKings.

Markets.

You're not "betting" on a game anymore. You're trading probability like a stock.

That's a mindset shift.

Are they coming for Robinhood?

Yes. And honestly, everyone is.

Coinbase now offers commission-free stock trading, crypto-native investing, and event markets. That puts them squarely in Robinhood's lane.

But this feels bigger than one fight.

Every finance app is becoming an everything app.

Robinhood added crypto. Coinbase added stocks. Everyone's adding sports, events, and culture.

The app that wins won't just help you trade. It'll help you pay attention.

And Coinbase just raised its hand.

I had Grok and Claude research this. I'm personally investing in them and tracking results HERE.

1. Alphabet (GOOGL) The AI fortress Wall Street underestimated. Google Cloud went from $29B unprofitable to $50B+ with positive operating income. They've won deals with OpenAI AND Anthropic. Ultimate validator.

2. Taiwan Semiconductor (TSM) Every AI chip runs through this foundry. Nvidia GPUs. Broadcom ASICs. All of it. The ultimate "picks and shovels" play.

3. Broadcom (AVGO) Custom silicon king. Go-to partner for hyperscalers building custom chips. VMware acquisition adds recurring software revenue.

4. MP Materials (MP) Western Hemisphere's dominant rare earth producer. AI's physical infrastructure - robotics, drones, EVs - all need rare earth magnets. China controls 60%+ of supply. MP is America's answer.

5. Constellation Energy (CEG) Operates 21 nuclear reactors. Largest array in the U.S. Data centers need 24/7 baseload power that solar and wind can't reliably provide.

6. Rocket Lab (RKLB) Stock up 120%+ in 2025. Completed 18 Electron missions with 100% success. Neutron rocket maiden flight coming first half of 2026.

7. First Solar (FSLR) American solar with the best balance sheet. Expecting to end 2025 with $1.3B-$2B in net cash. In a sector where balance sheets matter, FSLR is the quality name.

8. Joby Aviation (JOBY) The eVTOL first mover. 70% through FAA certification. Toyota manufacturing partnership. Delta operations deal. First certified wins the market.

9. Krystal Biotech (KRYS) Commercial gene therapy leader. Unlike speculative biotechs, they have a commercialized product: Vyjuvek. You're not betting on FDA approval - you're betting on sales growth.

10. Oklo (OKLO) My 10% position moonshot. Micro-reactors for AI data centers. Selected for DOE's Reactor Pilot Program. Pre-revenue and risky. But if advanced nuclear works, Oklo is positioned at the intersection of AI and clean energy.

How We Can Help You Grow

We've built a few things that might help you out. If you're a founder, business owner, or entrepreneur with a story to tell, we'd love to have you on the podcast. For those leaving money on the table with email, Benatar Brands can help you capture an extra 30-40% in revenue with the right strategy. Need to scale your team without burning through cash? AssistantHub connects you with expert overseas talent at 40-80% lower costs. And if you want to get your brand in front of 10,000+ founders, let's talk about sponsoring this newsletter.

That's the week.

See you in 2026.