Distracted Americans set to miss out on quadrillions
May 15, 2026 Distracted Americans set to miss out on quadrillions FEATURED: Coleman bought INTC and HOOD, sold WDAY and Circle….
Berkshire’s first quarter under Abel told us something
May 15, 2026 Berkshire’s first quarter under Abel told us something $24.1B out, $15.9B in — and the five names…
Ackman’s Microsoft buy: cheap(ish) for a reason
May 15, 2026 Ackman’s Microsoft buy: cheap(ish) for a reason A 21x forward multiple sounds calm. A $190B capex year…
The Day the Dow Hit 50,000 (Again)
May 14, 2026 The Day the Dow Hit 50,000 (Again) Two catalysts. One morning. A very clear message about where…
RAD Intel is 95%+ allocated. Act now.
May 14, 2026 RAD Intel is 95%+ allocated. Act now. FEATURED: Cerebras Systems Goes Public. Sponsored Jeremy Barnett, founder and CEO,…
Jon Najarian recently concluded something truly shocking…
May 13, 2026 Jon Najarian recently concluded something truly shocking… FEATURED: RXT Ran 380% in Two Weeks Sponsored Dear Reader, After…
Cisco Woke Up
May 13, 2026 Cisco Woke Up $2.1 billion in AI orders in one quarter. Record highs. Tonight’s results could change…
This Pre-IPO Window Is Closing Tomorrow
May 13, 2026 This Pre-IPO Window Is Closing. Featured: The Fed Chair Vote Is Here. Don’t Look Away. Sponsored This Pre-IPO…
NVDA May 20: Good Enough Won’t Be Good Enough
May 12, 2026 NVDA May 20: Good Enough Won’t Be Good Enough The bar has moved. Here’s what it actually…
When Inflation Crashes the AI Party
May 12, 2026 When Inflation Crashes the AI Party The April CPI report just reminded chip investors that rates still…