Chips Are in a Bear Market. The Real Question Starts Next Week.
A 20% crash in a month just created the sector’s most interesting entry debate in years.
2026
Adobe at 12x Earnings
July 19, 2026 Adobe at 12x Earnings The market is treating a cash machine like a broken business. Sponsored The…
What are you doing at 9:30 tomorrow?
July 19, 2026 PayPal: Cheap, or Broken? A value case built on cash flow, buybacks, and realistic expectations. Sponsored Dear…
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
This Pre-IPO Startup Has 1.5M+ Users. $7M Revenue.
July 18, 2026 Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed. A guidance miss sent the…
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.
SanDisk Is Down 42%. What Is the Market Getting Wrong?
July 18, 2026 SanDisk Is Down 42%. What Is the Market Getting Wrong? Record margins, a $42B backlog, and a…
Top Wall St Adviser Warns of Massive Crash
July 18, 2026 Sponsored Top Wall Street Adviser Warns of Crash 62 Times Worse Than Great Depression A top Wall…
NVIDIA Offered $40B. Washington Said No.
July 18, 2026 Chips Are in a Bear Market. The Real Question Starts Next Week. A 20% crash in a…
NVIDIA Offered $40B. Washington Said No.
July 18, 2026 Chips Are in a Bear Market. The Real Question Starts Next Week. A 20% crash in a…