Shopify doesn’t need more merchants. It needs more transactions per merchant, from channels that didn’t exist two years ago. Tuesday’s…
Day: September 23, 2026
Vicor’s Royalties Doubled Its Growth Guidance. Insiders Are Still Selling.
Royalties changed the math at Vicor overnight. After Monday’s close, the Andover, Massachusetts power-components maker told investors it now expects…
Valero, Marathon and Phillips 66 Just Got Two Reasons to Sell
A US diesel export ban and a Ukraine energy ceasefire both threaten refining margins, and traders need a plan for…
The Marvel Playbook Created 350B+ in Franchise Value
A note from our friends at Skybound_DM(ad) Marvel was valued at $54 billion. Star Wars at $181 billion. And Pokemon…
The 5-Part Rule I Always Follow
A note from our friends at Profits Run(ad) Before you place another trade… …make sure you use this 5-part formula…
SoFi Built the Settlement Rails. Now It Wants to Rent Them to Everyone Else.
SoFi is the first national bank to run live card settlement on Mastercard's network via a bank-issued stablecoin. The bigger…
Washington Wants the Next Drone Boom Built in America
September 23, 2026 Bonus Content: Lockheed Martin Is Down 25% From Its High and Carries a $230 Billion Backlog A…
My #1 morning trade
September 23, 2026 Bonus Content: Novo Nordisk Beat Eli Lilly’s Drug in a Trial. The Stock Is Still Down 35%.…