November 4, 2026 The 51% rule two weeks before earnings shows market control no other chip company has. Most companies…
Day: November 4, 2026
Is This Company a Better Bet Than Nvidia?
November 4, 2026 Margins rebounded and guidance rose again, while SMCI trades at a fraction of NVDA’s multiple. The question…
Grand Canyon Discovery: November 17th
November 4, 2026 Bonus Content: Fabrinet Surged 15% Tuesday. Marvell-Lumentum Adds a Tailwind. A note from our friends at Behind…
What happens on November 11?
November 4, 2026 Bonus Content: Uber’s $10 Billion Robotaxi Bet Meets Q3 Day A note from our friends at Brownstone…
60,000 people leave America – for this city?
November 4, 2026 Bonus Content: Novo Nordisk Just Beat Again. The Stock Still Trades at 10x Earnings. A note from…
AMD Has $11.5 Billion of Inventory Riding on 2027
Data Center revenue rose 97% in Q3. The test is whether $17B of Q4 guidance turns stock into cash.