https://www.theinvestingmachine.com/ Official research reports, interactive market stress-test visualizers, and macroeconomic telemetry by Systems Engineer Guy M. Girardi, author of The Investing Machine. en-us Sun, 25 Oct 2026 19:00:00 GMT https://www.theinvestingmachine.com/telemetry-manual-index.html https://www.theinvestingmachine.com/telemetry-manual-index.html Sun, 25 Oct 2026 12:00:00 GMT Open-access institutional sequel to The Investing Machine (Volume I). Synchronizes the 4-Year Presidential Election Cycle, the $10.3T AI Infrastructure Buildout, the 11-Stock Dual-Screen Portfolio (19.46x Fwd P/E, 0.39 PEG), and Black Swan Collision Defense. https://www.theinvestingmachine.com/nvidia-5-year-stock-price-forecast-pentagon-put.html https://www.theinvestingmachine.com/nvidia-5-year-stock-price-forecast-pentagon-put.html Sun, 25 Oct 2026 11:00:00 GMT Audits NVIDIA's 5-layer full-stack moat and models how U.S. Department of Defense autonomous warfare, DOE nuclear stockpile supercomputers, and $100B+ Sovereign AI establish a ~$165 trough valuation floor. https://www.theinvestingmachine.com/11-stock-ai-infrastructure-portfolio-low-pe-peg.html https://www.theinvestingmachine.com/11-stock-ai-infrastructure-portfolio-low-pe-peg.html Sun, 25 Oct 2026 10:00:00 GMT Isolates 11 profitable AI infrastructure monopolies passing a strict Forward P/E <= 29.0x and PEG < 1.00 screen across 62% non-silicon physical infrastructure and 38% foundational silicon/HBM4. https://www.theinvestingmachine.com/ai-bubble-burst-probability-model-2026-2031.html https://www.theinvestingmachine.com/ai-bubble-burst-probability-model-2026-2031.html Sun, 25 Oct 2026 09:00:00 GMT Quantifies why Year 1 (2026–27) carries the lowest burst risk (18%) while Years 2–3 (2028–29) represent a 57% Peak Danger Window driven by 3-to-6-year perishable silicon depreciation and the $1T data-center debt wall.