Trump & Elon Again?
July 10, 2026 Vertiv Is Up 86% This Year. Q2 Earnings Land July 29. Featured: Vertiv Is Up 86% This Year….
ARM Is Up 11% Today. July 29 Is What Counts.
July 9, 2026 ARM Is Up 11% Today. July 29 Is What Counts. A $100 billion CPU market thesis meets…
Musk Anoints the Next NVIDIA?
July 9, 2026 A Rival’s Failure Just Handed Alnylam a $15B Market Featured: A Rival’s Failure Just Handed Alnylam a $15B…
DaVita Is Down. The Medicaid Clock Is the Reason.
July 8, 2026 DaVita Is Down. The Medicaid Clock Is the Reason. The One Big Beautiful Bill has a dialysis…
The Next AI Breakouts Won’t Talk Like ChatGPT
July 8, 2026 Blue Origin Just Opened the Door Featured: Blue Origin Just Opened the Door Sponsored First a note from…
The Yield Number Nobody Calculates
July 7, 2026 The Yield Number Nobody Calculates What a growing dividend actually becomes over 20 years. Sponsored Dear Reader,…
Tesla Robotaxi Hits Miami
July 7, 2026 Tesla Robotaxi Hits Miami The car company is gone. What is left is harder to value. On…
What I Heard Elon Musk Say in Person That Changed the Way I Look at His Entire Empire
July 6, 2026 The Clock Is Always Running Featured: The Clock Is Always Running Sponsored Editor’s Note: Elon’s next launch will…
IBM Is Up 3.5% Today. The July 22 Number Has Three Catalysts Under It.
July 6, 2026 IBM Is Up 3.5% Today. The July 22 Number Has Three Catalysts Under It. A quantum breakthrough,…
America Forgot How to Make the Most Important Part of Every Chip
July 6, 2026 America Forgot How to Make the Most Important Part of Every Chip The PCB reshoring race just…