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Oliver Buchannon
The Secretary

What 9,344 C-suite executives read, say & think. → theestrade.com

Where Does the Money Go?

Jun 19, 2026

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3 min read

Where Does the Money Go?

Capital allocation in 2026: buybacks, megadeals, and the Fed's next move.

The Secretary
The Secretary
Everyone built their own chip. Nvidia still made $75 billion.

Jun 12, 2026

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2 min read

Everyone built their own chip. Nvidia still made $75 billion.

Custom silicon is margin defense on inference. Nvidia still owns the training crown.

The Secretary
The Secretary
Build it, or rent it.

Jun 5, 2026

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2 min read

Build it, or rent it.

AI is now a capital decision, not a product choice.

The Secretary
The Secretary

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