Could a Power Grid Crisis Crash the Entire Market?
August 24, 2026 Featured: SHW Just Beat Q2. Housing Is Still Broken. That Is the Opportunity. Sponsored Dear Reader, The U.S….
2026
SoftBank’s Retail Bond: Who’s Really at Risk?
Japanese households are being asked to fund OpenAI at 4.3% to 4.9% on paper rated BB+ by S&P. The committee thinks the payoff asymmetry runs in the wrong direction.
Bryan Bottarelli’s analysis on “The Presidio Initiative”
August 24, 2026 Nvidia Is the Week’s Hinge Featured: Nvidia Is the Week’s Hinge Sponsored Dear Reader, Market cycles are often…
MRVL Reports Thursday. The Google Deal Is the Sideshow.
August 24, 2026 MRVL Reports Thursday. The Google Deal Is the Sideshow. Optical interconnect is growing faster than custom silicon….
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.
Alibaba’s $10B AI Gamble
August 23, 2026 Alibaba’s $10B AI Gamble Record share sale, collapsing profits, and a 12-quarter winning streak in cloud: the…
The Network Layer Is Now the Hottest Trade in AI
ANET just delivered its first $3 billion quarter. AVGO is guiding to $16 billion in AI chips for Q3. September 2 decides whether the gap closes.
You won’t believe what I wrote on this whiteboard
August 23, 2026 Silver’s Six-Year Deficit Just Got Worse Featured: Silver’s Six-Year Deficit Just Got Worse Sponsored Editor’s Note: Named the…
Broadcom’s $100B Moment Is 11 Weeks Away
The custom silicon king reports September 2. Two engines are running. One number decides everything.
The S&P 500 Comfort Trap
August 22, 2026 The S&P 500 Comfort Trap In 2026, the fee war is over. The real risk is crowding,…