Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
July 29th – The “Minsky Moment” for AI
July 20, 2026 JBHT Is Breaking Out The freight cycle is turning, and JB Hunt is first in line. Sponsored…
Mastercard Is Down 13% This Year. Q2 Reports Thursday.
Twenty straight earnings beats, a $5.7 billion buyback, and a headwind that may already be fading.
Elon Musk’s Shocking Revenge
July 19, 2026 The Pharma Bargain Hiding in Plain Sight Bristol Myers Squibb may be the most mispriced large-cap in…
Elon Musk’s Shocking Revenge
July 19, 2026 The Pharma Bargain Hiding in Plain Sight Bristol Myers Squibb may be the most mispriced large-cap in…
Chips Are in a Bear Market. The Real Question Starts Next Week.
A 20% crash in a month just created the sector’s most interesting entry debate in years.
Adobe at 12x Earnings
July 19, 2026 Adobe at 12x Earnings The market is treating a cash machine like a broken business. Sponsored The…
What are you doing at 9:30 tomorrow?
July 19, 2026 PayPal: Cheap, or Broken? A value case built on cash flow, buybacks, and realistic expectations. Sponsored Dear…
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
This Pre-IPO Startup Has 1.5M+ Users. $7M Revenue.
July 18, 2026 Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed. A guidance miss sent the…