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Image via Bloomberg
Nissan Wants to Ship China-Built EVs to Canada. Read That Twice.
Nissan is weighing a move that would’ve been unthinkable a few years ago: exporting electric vehicles built in China (via its joint venture) into Canada. The key detail isn’t Nissan—it’s Canada “opening up” to China-made EVs at a time when the U.S. has essentially slammed the door shut with tariffs and policy pressure.
This is the new map of global auto: build where the supply chain is cheapest and fastest (China), then route product to whichever Western markets still allow it. Canada becomes the pressure valve—close enough to North American demand, but with trade rules that can diverge from Washington’s.
🥃 Cole's Take: If Nissan pulls this off, it’s less about selling cars and more about stress-testing the political perimeter around Chinese EV manufacturing. Investors should watch the second-order effects: Canadian policy response, U.S. lobbying blowback, and how quickly other automakers use Canada as a “back door” for supply.
Image via Fox Business
NextEra Drops $66.8B on Dominion: The AI Power Land Grab Is Real
NextEra Energy announced a massive $66.8 billion acquisition of Dominion Energy, extending its footprint deeper into Northern Virginia—the beating heart of U.S. data-center demand. This is the AI buildout showing up where it matters most: not in flashy chips, but in the grid, the substations, the interconnect queues, and the people who can actually deliver electrons at scale.
Dominion’s territory is strategically positioned. Northern Virginia isn’t just a “data-center market”—it’s the data-center market, and every incremental AI workload translates into a power-hungry expansion plan. Utilities are realizing they’re no longer sleepy dividend machines; they’re the toll collectors on the AI highway.
🥃 Cole's Take: This is a smart, aggressive move—expensive, yes, but the kind of expensive you pay when you know demand is structural. The winners in AI won’t just be the model builders; they’ll be the power suppliers who can deliver reliably, permit fast, and finance huge capex without blinking.
Alphabet Hits $5 Trillion: AI Is the Narrative, Distribution Is the Weapon
Barron’s flags Alphabet’s run to a $5 trillion milestone, with AI ambitions front and center. The market is rewarding Google not just for building models, but for where it can deploy them: Search, YouTube, Workspace, Android, and a cloud stack that’s finally acting like an enterprise-grade growth engine.
What’s changed is the market’s willingness to believe Google can defend its moat while re-architecting products in real time. AI is the most disruptive platform shift in decades—and Alphabet is positioned to push AI into billions of users without asking permission. That distribution is the cheat code.
🥃 Cole's Take: The AI story is real, but the bigger story is that Alphabet owns the pipes: attention, intent, and productivity. If regulators don’t kneecap bundling and placement, Google can monetize AI faster than most “pure-play AI” names can even find customers.
📎 Barron’s
Image via Car and Driver
The Kimera K39 Is a Love Letter to the Past—with a Koenigsegg Hammer
Car and Driver profiles the Kimera K39, a car that looks like it time-traveled from rally’s golden era but shows up with a Koenigsegg-derived 5.0-liter V-8 making 986 horsepower and 885 lb-ft—sent to the rear wheels through a manual gearbox. Yes, a manual. In 2026. Bless them.
This is peak restomod-meets-hypercar energy: design cues that trigger nostalgia, paired with modern engineering that borders on absurd. It’s also a reminder that while mainstream autos are racing toward software and batteries, the high-end enthusiast market is leaning hard into emotion, scarcity, and mechanical theater.
🥃 Cole's Take: The K39 isn’t “transportation”—it’s an alternative asset with exhaust notes. If you can actually get an allocation, the value is in the story: analog control, limited supply, and a spec sheet that makes collectors irrational (the best kind of irrational).
Image via Popular Mechanics
People With Perfect Autobiographical Memory Might Be Sleeping Differently
Popular Mechanics digs into highly superior autobiographical memory (HSAM)—the rare ability to recall personal life events with astonishing detail. Researchers are homing in on sleep patterns as a possible factor: not just “more sleep,” but how sleep architecture supports memory consolidation and recall.
This isn’t a productivity hack headline—it’s a biology headline. If HSAM correlates with specific sleep traits, it opens doors for understanding memory disorders, learning differences, and maybe one day targeted interventions that improve recall without the usual snake-oil promises.
🥃 Cole's Take: Before anyone turns this into a “biohack your way into photographic memory” hustle, remember: sleep is the most undervalued performance tool on the planet, and most high earners treat it like a rounding error. Want better decisions in markets and life? Start by protecting your sleep like it’s capital.
Whisky Advocate’s “Best in the World” Is Kentucky—And That Tracks
The Courier-Journal reports that Whisky Advocate named a Kentucky whiskey as the best in the world. The specific bottle matters for bragging rights, but the macro point is bigger: American whiskey—especially Kentucky bourbon—has moved from regional pride to global benchmark.
Awards like this pour gasoline on demand, and demand feeds the whole ecosystem: distillery expansions, barrel supply constraints, secondary-market insanity, and a steady stream of premium releases designed to separate men from their money with style.
🥃 Cole's Take: If you love bourbon, buy to drink—not to flip—because the “investment bottle” game is crowded and often overpriced. That said, Kentucky’s dominance is real, and the best strategy is simple: build relationships with reputable shops, know your palate, and keep a few winners tucked away for the right night.
Cole Hargrove — Protect the downside, enjoy the upside, and don’t apologize for either.
— Cole Hargrove