APP Lost $40B in Value on a $16M Miss
August 5, 2026 APP Lost $40B in Value on a $16M Miss The FCF drop is a tax timing story….
August 5, 2026
Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a limit.
SpaceX Is Building a Wireless Carrier
August 5, 2026 SpaceX Is Building a Wireless Carrier Starlink has 12 million subscribers, $19.6 billion of spectrum, and a…
Your Book Is Inside
August 5, 2026 Burry Banked the Win. Now Ask What He Left on the Table. Featured: Burry Banked the Win. Now…
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
The gigawatt commitments are signed. Tonight AMD must show the revenue is real.