Pharvaris hit every endpoint and BCRX dropped 9%. The asymmetry now favors defined-risk positions on the incumbents.
Month: September 2026
Data Centers May Be Lighting a Fire Under Copper
September 10, 2026 Bonus Content: Lockheed Martin Is Down 22% From Its High. A $230 Billion Backlog Says That Is…
Corporate insiders are front-running the market again
September 10, 2026 Bonus Content: Intuit Is Down 55% From Its High. The Numbers Say the Selloff Missed the Story.…
Chevron Is Pumping More Oil Than Ever.
September 9, 2026 First a note from our friends at i2i Marketing Group(ad) Copper Is Moving. Investors Should Ask Why…
Chime’s $590M Stride Deal Could Reshape Its Cost Structure
Thirty percent revenue growth plus more than $100 million in claimed synergies make the buy case compelling. The regulators still…
“Elon’s nightmare” could fund your retirement
September 9, 2026 Bonus Content: Cisco Is Becoming the Security Layer for AI Agents A note from our friends at…
Snowflake Is Up 22% This Week
September 9, 2026 Three straight quarters of accelerating growth Snowflake does not usually give the market an easy read. Then…
AeroVironment Won the Army’s First Laser Production Contract. The Stock Is Still Down 40%.
AVAV reports fiscal Q1 results tonight. A $464.8M directed-energy award, a $220 Stifel target, and a Pentagon budget built for…
This tiny piece of glass could be bigger than GPUs
September 9, 2026 Bonus Content: AeroVironment Won the Army’s First Laser Production Contract. The Stock Is Still Down 40%. A…
Did this massive insider bet elude public filings?
September 9, 2026 Bonus Content: AeroVironment Won a Landmark Army Laser Deal. Still Down 40%. A note from our friends…