Institutions are moving on-chain, but liquidity is still hard
Year: 2026
Is Trump picking AI Winners?
October 7, 2026 Bonus Content: Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned A note from our friends…
Ignore the market gap – do this at 9:50 AM instead
A note from our friends at Media Pub(ad) When news broke overnight about China’s Moonshot AI unveiling its new model……
Citi just raised its Bitcoin target 38%
October 7, 2026 Bonus Content: Microsoft Reports Oct. 28. Azure Was Guided to 45% Growth. A note from our friends…
Germany’s Factory Orders Fell 10.6%, Euro Rebounded
Excluding big transport contracts, demand was nearly flat. EUR/USD 1.1253 is key.
Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap?
The North Sea producer is buying into Newfoundland offshore oil. The math is compelling. The liabilities are not nothing.
Sandisk Earns $73 a Share. Its Forward Multiple Is 8.
Sandisk (SNDK) is one of the most profitable memory companies in the world right now, and the market is treating…
Genmab Just Proved Epcoritamab Belongs in Frontline DLBCL
Monday’s 11% jump in Genmab’s US ADR was not noise. It was the market correctly revaluing a company that just…
I called NVDA at $6 – Here’s what’s next…
October 6, 2026 Bonus Content: Caterpillar Hit $20.5 Billion in One Quarter. Power Generators Are Why. A note from our…
Elon’s suppliers: 1,400%, 6,695%
October 6, 2026 Bonus Content: Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap? A note from our friends…