“Presidio Initiative” research
August 11, 2026 DayOne’s $5B IPO: What the Market Is Pricing In Featured – DayOne’s $5B IPO: What the Market Is…
2026
Wendy’s Lost Its #2 Ranking. The Stock Has No Floor Yet.
Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street the company is not performing at its potential.
Riot Platforms: Cheap or Just Confusing?
August 11, 2026 Riot Platforms: Cheap or Just Confusing? The market still prices RIOT as a bitcoin miner. The contracts…
August 18th is the day everything changes for one energy source
August 11, 2026 SMCI’s Margin Flip Looks Real. Cash Is the Trap. Featured: SMCI’s Margin Flip Looks Real. Cash Is the…
DV Has a $13.60 Floor. The Real Story Is Bigger.
Nielsen’s $2.15 billion deal would close the book on public ad verification. Here is what the trade, the shift, and the independence question mean.
Apple just sent a powerful signal to investors
August 10, 2026 META After Glimmer: The 5-Session Map Featured – META After Glimmer: The 5-Session Map Sponsored Apple just crossed…
Anthropic’s Chip Team Is the Signal, Not the Product
A $30B revenue run-rate, Samsung 2nm talks, and a job listing up to $485K just redrew the custom silicon map.
Abel Is Spending. Burry Is Not Impressed.
August 10, 2026 Abel Is Spending. Burry Is Not Impressed. Berkshire’s operating businesses are performing. The capital allocation debate is…
Abel Is Spending. Burry Is Not Impressed.
August 10, 2026 Abel Is Spending. Burry Is Not Impressed. Berkshire’s operating businesses are performing. The capital allocation debate is…
Abel Is Spending. Burry Is Not Impressed.
August 10, 2026 Abel Is Spending. Burry Is Not Impressed. Berkshire’s operating businesses are performing. The capital allocation debate is…