After a correction, some companies sprint back. The balance sheet shows why first.
Day: September 26, 2026
Qualcomm Is Worth More Than the Market Thinks
September 26, 2026 Apple will keep paying royalties even as it builds its own modems Thursday morning looked like a…
Accenture’s Entire 2027 Bull Case Comes Down to Thursday
September 26, 2026 One booking number either confirms the AI spending cycle or kills it. Hyperscalers will spend heavily on…
This has already happened to seven gold miners [here’s the list]
September 26, 2026 Bonus Content: GoDaddy Is in Play. The Stock Is Worth Owning Either Way. A note from our…
Beginner’s Guide to Options
September 26, 2026 Bonus Content: Nvidia Guides to $108 Billion Next Quarter A note from our friends at Base Camp…
Forecaster with 99.8% Accuracy Makes Shocking Prediction
A note from our friends at Weiss Ratings(ad) Dear Reader, Starting as soon as a few months from now, the…
Elon just did the impossible
September 26, 2026 Bonus Content: ConocoPhillips Doubled Its Adjusted EPS. Q3 Is Nov. 5. A note from our friends at…
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
