September 11, 2026 Bonus Content: AeroVironment Beat Earnings by 96%. Then AVAV Dropped. Now Up 10% A note from our…
Year: 2026
Elon’s S-1 Master Plan Could Rewrite the Rules of AI
September 11, 2026 Bonus Content: DocuSign Is Down 78% From Its Peak A note from our friends at MarketWise(ad) Dear…
Chime’s $590M Stride Deal Could Reshape Its Cost Structure
September 10, 2026 Thirty percent revenue growth plus more than $100 million in claimed synergies make the buy case compelling.…
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced…
This May Still Be an Early Copper Window
September 10, 2026 Bonus Content: Oracle Reports Tonight. A $21.6B Pentagon Cloud Contract Makes the Bull Case Harder to Ignore.…
Broadcom’s AI Revenue Is Growing 221%.
September 10, 2026 A Q3 earnings beat, a $230 billion AI revenue roadmap by 2028 Broadcom’s AI Revenue Is Growing…
A Pill Just Matched Injectable HAE Drugs in Phase 3
Pharvaris hit every endpoint and BCRX dropped 9%. The asymmetry now favors defined-risk positions on the incumbents.
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…