Iran War: What I Was Told in That Private Meeting
August 12, 2026 IBM’s Worst Day in 40 Years Featured: IBM’s Worst Day in 40 Years Sponsored A note from Banyan…
Is CoreWeave a Bargain or Just Beaten Up?
August 12, 2026 Is CoreWeave Cheap or Just Beaten Up? How to separate a genuine AI infrastructure bargain from a…
Terafab Is Not a Building. It Is a Supply Chain Argument.
SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County, Texas. The $119 billion ceiling gets the headlines. The execution gap is where the real trade lives.
Bizarre backstory on Elon Musk?
August 12, 2026 SMCI Guided Up to $72B. The Cash Flow Hole Is Real. Featured: SMCI Guided Up to $72B. The…
“Presidio Initiative” research
August 11, 2026 DayOne’s $5B IPO: What the Market Is Pricing In Featured – DayOne’s $5B IPO: What the Market Is…
Wendy’s Lost Its #2 Ranking. The Stock Has No Floor Yet.
Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street the company is not performing at its potential.
Riot Platforms: Cheap or Just Confusing?
August 11, 2026 Riot Platforms: Cheap or Just Confusing? The market still prices RIOT as a bitcoin miner. The contracts…
August 18th is the day everything changes for one energy source
August 11, 2026 SMCI’s Margin Flip Looks Real. Cash Is the Trap. Featured: SMCI’s Margin Flip Looks Real. Cash Is the…
DV Has a $13.60 Floor. The Real Story Is Bigger.
Nielsen’s $2.15 billion deal would close the book on public ad verification. Here is what the trade, the shift, and the independence question mean.
Apple just sent a powerful signal to investors
August 10, 2026 META After Glimmer: The 5-Session Map Featured – META After Glimmer: The 5-Session Map Sponsored Apple just crossed…