Newsletters Bizarre backstory on Elon Musk? The Cheap InvestorAugust 12, 20260 August 12, 2026 SMCI Guided Up to $72B. The Cash Flow Hole Is Real. Featured: SMCI Guided Up to $72B. The…
Newsletters “Presidio Initiative” research The Cheap InvestorAugust 11, 20260 August 11, 2026 DayOne’s $5B IPO: What the Market Is Pricing In Featured – DayOne’s $5B IPO: What the Market Is…
Top News Wendy’s Lost Its #2 Ranking. The Stock Has No Floor Yet. The Cheap InvestorAugust 11, 20260 Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street the company is not performing at its potential.
Newsletters Riot Platforms: Cheap or Just Confusing? The Cheap InvestorAugust 11, 20260 August 11, 2026 Riot Platforms: Cheap or Just Confusing? The market still prices RIOT as a bitcoin miner. The contracts…
Newsletters August 18th is the day everything changes for one energy source The Cheap InvestorAugust 11, 20260 August 11, 2026 SMCI’s Margin Flip Looks Real. Cash Is the Trap. Featured: SMCI’s Margin Flip Looks Real. Cash Is the…
TCI Exclusives DV Has a $13.60 Floor. The Real Story Is Bigger. The Cheap InvestorAugust 11, 20260 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.
Newsletters Apple just sent a powerful signal to investors The Cheap InvestorAugust 10, 20260 August 10, 2026 META After Glimmer: The 5-Session Map Featured – META After Glimmer: The 5-Session Map Sponsored Apple just crossed…
TCI Exclusives Anthropic’s Chip Team Is the Signal, Not the Product The Cheap InvestorAugust 10, 20260 A $30B revenue run-rate, Samsung 2nm talks, and a job listing up to $485K just redrew the custom silicon map.
Newsletters Abel Is Spending. Burry Is Not Impressed. The Cheap InvestorAugust 10, 20260 August 10, 2026 Abel Is Spending. Burry Is Not Impressed. Berkshire’s operating businesses are performing. The capital allocation debate is…
Newsletters Abel Is Spending. Burry Is Not Impressed. The Cheap InvestorAugust 10, 20260 August 10, 2026 Abel Is Spending. Burry Is Not Impressed. Berkshire’s operating businesses are performing. The capital allocation debate is…