Unity’s Real Turnaround Makes It Microsoft’s Most Logical Buy
With revenue up 24% and enterprise 3D scaling fast, Unity is no longer distressed. That changes the Microsoft math.
October 28, 2026
SK Hynix Still Trades Below 4x Earnings.
October 28, 2026 A record quarter, a $75 billion return plan, and a valuation the market keeps refusing to believe….
Your book is inside
October 28, 2026 Bonus Content: Mercedes Is Paying You 8.7% to Wait. The Risk Is a Longer Wait. A note…
The AI secret few investors understand
October 28, 2026 Bonus Content: Stellantis Lost Money Again. Here Is What Has to Change. A note from our friends…
Carvana’s Unit Growth Story Meets Its Hardest Rate Test Yet
Tonight’s Q3 report lands with the 10-year near 5%, mortgage rates around 7.3%, and per-vehicle profit under pressure.