Adam Galas

    Adam Galas

    Co-Founder & CEO

    GNG Research

    Joined GNG Research October 2025

    About Adam Galas

    Adam has been obsessed with markets since age nine and has spent the last two decades testing every strategy he could find.

    His professional track record spans The Motley Fool, Simply Safe Dividends, Seeking Alpha, and the Adam Mesh Trading Group, where he championed value-based, blue-chip dividend growth investing.

    Adam believes great research should teach as much as it informs. He pairs actionable calls with the education members need to build wealth for the long term.

    Top Picks
    FROM HELL'S HEART I STAB AT THEE: 🤔😉😂🤬CTA Was the Best Hedge on Wall Street for 4 Years... Then Simplify Lost Its Mind. Here's the 40% Hedging Bucket ZEUS Is Moving To
    • Simplify fired the quants, gutted the book, and turned CTA into a 1.27x levered long-oil fund — confirmed in its own SEC filings. The 53-month track record ZEUS bought? It belongs to a fund that no longer exists 😱
    • CTA's downside capture flipped from −115% to +80%. On its current book it would have lost 32% in COVID. Is that a hedge? No. That's the market, with leverage. ZEUS is selling all of it his week.
    THE ASTERISK-FREE QUARTER: Nvidia Reports 106% Growth, a 66% Margin, and the Biggest Promise in the History of Commerce 🤯 (Plus: Auto-ZEUS beat ZEUS by 66% in two weeks, and I'm never driving a car again 😉)
    • Microsoft, Amazon and Alphabet manufactured headline earnings by marking up private AI startups — EPS spreads of 16, 216 and 269 points. Nvidia's? Fourteen. The only one in the AI trade paid in cash 😉
    • $96.2 billion of revenue, up 106%. Data Center up 116%. A 66.5% operating margin — AWS runs 39%. Read that margin twice. Then read the guide.
    Tokenomics 3: The Economy of Thinking Sand
    • Tokenomics 3 is finally HERE: 5 weeks, 1,000+ pages of research, and a dozen AI research aides answering the only question that matters — is this a bubble, or the greatest demand shock in economic history? 😉
    • The math is mathing: token demand is up 17,000x in 4 years (30 quadrillion a MONTH), and every 10x price cut creates 16x to 63x MORE demand. Falling prices aren't the bear case — they're the rocket fuel 🤯
    9 Critical Investing Lessons For This Correction
    • The market doesn't care about your feelings, and your financial dreams aren't built on vibes.
    • The stock market is down 5% this year and 6.5% from record highs. Since 2009 the average of 32 downturns (one every 6 months) is a 7.6% decline. This is still completely normal.
    What The Iran War Means For You Might Shock You
    • The Iran War has triggered the largest oil shock in history, 20 million barrels per day, 4X larger than the 2nd worst disruption.
    • The market is down 5% and many investors fear this might be another COVID like shock.
    Big Picture Update: What You Need To Know About The AI Spending Boom, Economy, Market Valuations, Earnings, & What Most Likely Comes Next For Stocks
    • The AI Boom continues to accelerate with the hyperscalers reporting growth spending guidance representing 70% growth (after 75% last year).
    • 95% growth in cloud computing backlog more than justifies all the growth spending, which is now $663 billion and $981 billion including R&D.
    Big Picture Friday: What Investors Need To Know Going Into February (Including Why Managed Futures Fell As Much As 6% Today ( & Silver 31%, Platinum 22%, and Gold 11%)
    • It's been a week of strong earnings and good economic news.
    • Real time GDP growth is holding steady at 2.5% with the NY Fed expecting growth to remain steady (a shutdown appears to be avoided, yet another tailwind).
    Adam's Top Buy List For February Part 2: How To Create Custom Settings For Screening Companies
    • I was able to find a few hours before Connor's wedding planning stuff to get out a part 2 of this report.
    • I've created an "Adam's View" in the GNG views to help members create a basic template for screening the nearly 4,900 companies in our database.
    Adam's Top Buy Ideas For February Part 1 (And GNG Research Terminal Screening Tutorial)
    • Connor has built a Research Terminal screener that includes 187 filters on 4700 companies compared to 60 filters on 500 companies at DK.
    • I'm so excited to walk you through all the options (and how to access them) and explain which are my personal favorites.
    The Most Important Market & Economic Facts You Need To Know (One Will Knock Your Socks Off)
    • Due to Connor's Wedding (and the MLK holiday) I'll be gone for a week (other than Tuesday) and want to make sure that IF we get a correction in the next week, EVERYONE at GNG knows that...
    • it could be the buying opportunity of a lifetime. Believe it or not, with FCF growth now running 4X historical normal levels (and 4-year annualized growth 3X), the market is 20% undervalued based on PEGY.
    Philip Morris International: The Nvidia of Tobacco Dividend Aristocrats is A Buffett-Style "Wonderful Company At A Fair Price" And Is Joining Ultra ZEUS Soon
    • Since the Ultra ZEUS portfolio supports 17 family members and GNG (until we break even) I am always laser focused on making it better.
    • While researching the tobacco dividend aristocrats to see whether any of them is compelling enough to add to the portfolio I was VERY impressed with Philip Morris's overall investment thesis.
    The 9 Most Important Facts Investors Need To Know About The Economy
    • Every Friday I do a summary of the macro conditions, meaning the US economy, earnings growth, market valuations, inflation, likely path of interest rates, and how the markets are doing this year.
    • This week I also added S&P and a weekly rolling "guest" ETF (Nasdaq this week) for Monte Carlo Simulations for the next 1 month, 3 month, 6 months and 12 months.