Five Gauges That Tell You If the AI Rally Has Legs
August 6, 2026 Five Gauges That Tell You If the AI Rally Has Legs The debate is not bull vs….
Starlink Is Funding a Black Hole
SpaceX’s only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math has a limit.
APP Lost $40B in Value on a $16M Miss
August 5, 2026 APP Lost $40B in Value on a $16M Miss The FCF drop is a tax timing story….
Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a limit.
SpaceX Is Building a Wireless Carrier
August 5, 2026 SpaceX Is Building a Wireless Carrier Starlink has 12 million subscribers, $19.6 billion of spectrum, and a…
Your Book Is Inside
August 5, 2026 Burry Banked the Win. Now Ask What He Left on the Table. Featured: Burry Banked the Win. Now…
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
The gigawatt commitments are signed. Tonight AMD must show the revenue is real.
SpaceX Went Exclusive with Nvidia.
August 4, 2026 SpaceX Went Exclusive with Nvidia. A 92% revenue jump, a $15.8B AI capex quarter, and a Vera…
Gold Is Caught Between Diplomacy and the Fed
Trump paused Iran strikes. Oil fell. September policy is still the risk.
Central Banks Are Quietly Walking Away From the Dollar
August 4, 2026 Apple Crossed $9B in India. That’s Not the Real Story. Featured: Apple Crossed $9B in India. That’s Not…