A split FOMC, a 10-year yield at 4.78%, and average hourly earnings are the only numbers that matter before the…
Year: 2026
Video Briefing: Pre-IPO Positioning Opportunity
September 3, 2026 Bonus Content: HPE’s Networking Business Is Doing the Heavy Lifting A note from our friends at Banyan…
Lululemon Reports Tonight. One Number Decides the Stock.
September 3, 2026 Lululemon Beat EPS. Then Guidance Broke It. A tariff refund inflated the headline number. The real news…
Nvidia Paid 86x Revenue for Hugging Face. The Price Is the Point.
Portfolio managers who own NVDA need to decide if Jensen Huang just secured a software moat or handed rivals their…
Here’s everything I learned in meetings with U.S. lawmakers
September 3, 2026 Bonus Content: Reddit’s AI Data Business Is Worth More Than the Stock Admits A note from our…
Palantir Is the Only Pentagon AI Company You Can Buy
September 2, 2026 ChatGPT and Grok just landed in GenAI.mil. Palantir turns that into decisions. The Pentagon flipped a significant…
Oil Hits $90 Again. Occidental Is the Stock Built for This Moment.
WTI crude surged 5% Tuesday on fresh Iran strikes near the Strait of Hormuz. OXY just posted record free cash…
U.S. Is Building a Domestic Drone Industry. This Nasdaq Name Has Been Positioned for It.
September 3, 2026 Bonus Content: Alnylam Is Worth Owning Before Friday’s S&P 500 Changes A note from our friends at…
Salesforce Is Down 22% Despite Its Best AI Quarter
September 2, 2026 Agentforce hit $1.5B ARR. The stock still prices in failure. Salesforce reported fiscal second-quarter 2027 results on…
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline…