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…
AI Investors Should Get Ready for a BIG Surprise
July 25, 2026 A Mag 7 Bargain Hiding in Plain Sight Featured: A Mag 7 Bargain Hiding in Plain Sight Sponsored…
Half a Trillion Gone. Who Got Paid?
July 25, 2026 Half a Trillion Gone. Who Got Paid? Sponsored First a note from Mode Mobile Breaking news. SpaceX…
Robinhood Is Down 38% From Its High. July 29 Forces the Question.
Total platform assets hit $307 billion. The prediction markets bet could be worth $1.7 billion.
Do This Tonight, After Dinner
July 24, 2026 The Market Has Jumped the Shark Featured: The Market Has Jumped the Shark Sponsored Here’s a picture for…
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.