Broadcom Is Down ~22% From Its High. September 3 Is the Reset.
AI semiconductor revenue guided up 200%+ for Q3. The stock is not reflecting it.
The Grid Can’t Keep Up
July 26, 2026 The Grid Can’t Keep Up The US power system is at a tipping point, and patient investors…
Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
The best part of trading starts at 9:30am EST
July 26, 2026 Is Amazon cheap for the wrong reason? Featured: Is Amazon cheap for the wrong reason? Sponsored Hi Friend,…
AI Bubble to POP July 29th
July 26, 2026 ONDS: Built to Be Bought? Featured – ONDS: Built to Be Bought? Sponsored Below is an important message…
Huang’s First Post Was a Warning
July 26, 2026 Huang’s First Post Was a Warning What the open-weight AI fight tells long-term investors about Nvidia’s real…
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
A record Q2 beat and raised guidance still haven’t closed the gap to the March peak.
American Express Reports Today. The Consumer Spending Verdict Is In.
AXP drops Q2 results this morning. Here is what the numbers say about the health of the high-end spender.
Broadcom: Cheap, or Just Popular?
July 25, 2026 Broadcom: Cheap, or Just Popular? A $200B+ supply pact forces a valuation reset. Sponsored First a note…
Broadcom: Cheap, or Just Popular?
July 25, 2026 Broadcom: Cheap, or Just Popular? A $200B+ supply pact forces a valuation reset. Sponsored First a note…