Tim Cook Steps Down: What Apple Changes (and What It Doesn’t)
April 20, 2026 Tim Cook Steps Down: What Apple Changes (and What It Doesn’t) A bargain-hunter read on the Ternus…
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Blockade Blues and a $95 oil reminder
April 20, 2026 Blockade Blues and a $95 oil reminder Naval tension is back in the price of everything –…
Tesla Earnings: Does the Car Business Even Matter Anymore?
April 19, 2026 Tesla Earnings This Week: Does the Car Business Even Matter Anymore? A Cheap Investor deep dive into…
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…
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…