CoreWeave: The market’s favorite rented GPU factory
June 1, 2026 CoreWeave: The market’s favorite rented GPU factory CRWV is surging again, but the real story is backlog,…
2026
The Year of the Robot
June 1, 2026 The Year of the Robot Featured: Nvidia is turning robots into a platform business Sponsored Dear Reader, Nvidia…
Only 312 Left (Then It’s Gone)
May 31, 2026 Only 312 Left (Then It’s Gone) Featured: Spotify Beat by 17% and Wall Street Still Cannot Agree Sponsored…
Magnificent Seven Fatigue Is Real, and the Data Is Starting to Confirm It
May 31, 2026 Magnificent Seven Fatigue Is Real, and the Data Is Starting to Confirm It May 2026 breadth and…
Private Credit Is Going Public
May 31, 2026 Private Credit Is Going Public Blue Owl is a loud signal inside a quiet corner of finance…
BlackRock CEO’s Crazy Prediction
May 30, 2026 BlackRock CEO’s Crazy Prediction Featured: SolarEdge Deep Dive Sponsored Editor’s Note: What if you could claim a stake…
Vertiv is the unglamorous AI winner
May 30, 2026 Vertiv is the unglamorous AI winner If data centers are the factories, Vertiv sells the power and…
The Melt Up Is Here
May 30, 2026 The Melt Up Is Here Featured: Comfort Systems USA (FIX): AI spending needs pipes and cooling Sponsored Dear…
The biggest scam in America
May 29, 2026 The biggest scam in America Featured: AAL: The May wake-up call Sponsored Dear Reader, Why does it seem…
Qualcomm’s May surge: what’s actually driving it
May 29, 2026 Qualcomm’s May surge: what’s actually driving it Today’s jump is real. The monthly +40% headline is close…