Hormuz Is Shut Again — and the Market Still Hasn’t Priced It Right
April 18, 2026 Hormuz Is Shut Again — and the Market Still Hasn’t Priced It Right Iranian gunboats open fire…
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Ackman Pivots to Meta and Amazon: A Concentrated Bet on the AI Money Trail
April 18, 2026 Ackman Pivots to Meta and Amazon: A Concentrated Bet on the AI Money Trail He sold Chipotle,…
Markets ripped, oil cratered, and your watchlist just changed
April 17, 2026 Markets ripped, oil cratered, and your watchlist just changed A numbers-first breakdown of the week’s whiplash, plus…
A New Musk Invention Even Bigger Than SpaceX IPO?
April 17, 2026 A New Musk Invention Even Bigger Than SpaceX IPO? BONUS: What the Market Expects Today (and What’s Moving)…
The “Foundry Fatigue” Trade: When Great Earnings Still Don’t Pay
April 16, 2026 The “Foundry Fatigue” Trade: When Great Earnings Still Don’t Pay TSMC’s numbers are screaming “AI boom.” The…
One last thing before I log off
April 15, 2026 One last thing before I log off Where the AI trade is actually shifting Intel showed up…
The “SpaceX Halo” is back – and it’s dragging HOOD and ASTS with it
April 15, 2026 The “SpaceX Halo” is back – and it’s dragging HOOD and ASTS with it You can feel…
AAL jumped 9% on merger talk. The next step is the part people ignore
April 14, 2026 AAL jumped 9% on merger talk. The next step is the part people ignore If this gets…
Nuclear Energy Just Became the Most Crowded Trade Nobody Admits to Owning
April 14, 2026 Nuclear Energy Just Became the Most Crowded Trade Nobody Admits to Owning Data centers need power. Governments…
J&J Earnings Preview (Before the Bell): Can the MedTech Engine Outrun the Stelara Hole?
April 13, 2026 J&J Earnings Preview (Before the Bell): Can the MedTech Engine Outrun the Stelara Hole? Your April 14,…