The Link Is Closing
August 26, 2026 Bonus Content: CRM Just Broke Out. The Numbers Say It’s Real. Sponsored The download link for my…
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What to do if you missed out on SpaceX
August 26, 2026 Bonus Content: Record Quarters, Fresh Buybacks, and a Tariff War Sponsored Editor’s Note: Jason Bodner spent two…
Zoom’s Numbers Look Better Than the Stock
August 26, 2026 Net cash, real free cash flow, a buyback in motion, and enterprise growth at a three-year high…
Legendary Investors Dumping Nvidia.
August 25, 2026 Bonus Content: The Border Is Open. The Warehouse Is Full. Sponsored Below is an important message from…
The “Rockefeller Moment” for coal
August 25, 2026 Bonus Content: Who Wins When the Referee Blows the Whistle on Hedge Fund Leverage? Sponsored In the 1800s,…
Three Risks Markets Have Filed Away as Solved
August 25, 2026 The Hormuz MOU is failing, the Fed vote was 9-3, and a rare earth deadline is 77…
Why the Richest Man Alive Lives in a $50,000 Shack
August 24, 2026 WSM Reports Wednesday Featured: WSM Reports Wednesday Sponsored Dear reader, Elon Musk is worth more than anyone in…
Could a Power Grid Crisis Crash the Entire Market?
August 24, 2026 Featured: SHW Just Beat Q2. Housing Is Still Broken. That Is the Opportunity. Sponsored Dear Reader, The U.S….
Bryan Bottarelli’s analysis on “The Presidio Initiative”
August 24, 2026 Nvidia Is the Week’s Hinge Featured: Nvidia Is the Week’s Hinge Sponsored Dear Reader, Market cycles are often…
MRVL Reports Thursday. The Google Deal Is the Sideshow.
August 24, 2026 MRVL Reports Thursday. The Google Deal Is the Sideshow. Optical interconnect is growing faster than custom silicon….