September 25, 2026 The filing was quiet. The timing was not. The earnings were good. Costco delivered $6.75 per diluted…
Day: September 25, 2026
Broadcom’s AI Revenue Tripled. Its Stock Is Flat.
September 25, 2026 AVGO trades near a technical bear market Custom AI silicon is one of the fastest-growing businesses at…
Broadcom’s AI Revenue Tripled. Its Stock Is Flat.
AVGO trades near a technical bear market while guiding to $115 billion in AI revenue in fiscal 2027. The gap…
Microsoft Is the Last Hyperscaler Standing on Free Cash Flow
Yesterday, Akamai announced a seven-year, $11.6 billion cloud commitment with Anthropic and immediately raised its 2026 capital expenditures by roughly…
The biggest scam in America
September 25, 2026 Bonus Content: Boeing Has a $715 Billion Backlog and Can’t Build Fast Enough A note from our…
Here’s Why Trump Won’t End The Iran War
September 25, 2026 Bonus Content: Lockheed Martin Is Quadrupling Missile Output. Can It Deliver? A note from our friends at…
Brent at $106.60 Cuts Both Ways. Here Is How to Stay Long Energy Without Getting Caught Offside.
The Hormuz deal headline that pared crude's $108 spike also revealed exactly which energy names survive a reopening and which…
Prediction from the “Billionaire Whisperer”
September 24, 2026 Bonus Content: BlackRock Is Turning Private Markets Into a Blockchain Product. Q3 Earnings Are October 13. A…