October 5, 2026 Bonus Content: Seagate Is Up 209% in 2026. Toshiba Just Complicated the Next Leg. A note from…
Year: 2026
SpaceX Delivered 26 Starlink V3s to Orbit. Here Is the Price to Pay.
Friday’s 7.35% single-session gain in SPCX did not happen because Starship flew. It happened because Starship worked. There is a…
Vistra Is Down About 35% From Its High. The PJM Mess Is Why You Buy It Now.
The backstop auction PJM spent months designing was supposed to open September 30. It did not. FERC accepted the bulk…
Nvidia Nears $5.7 Trillion. The Q3 Report in 45 Days Matters.
A $150 billion buyback and a $108 billion Q3 guide pushed shares to a record. The forward multiple is near…
A Dormant Copper Mine Reawakens
A note from our friends at Resource Stock Digest(ad) At a time when copper demand is growing, a long-dormant copper…
Elon Musk to Trigger Next AI Wave on November 11th?
October 4, 2026 Bonus Content: Nvidia Nears $5.7 Trillion. The Q3 Report in 45 Days Matters. A note from our…
Nike Fell 9% After Earnings. Where the Turnaround Stands
China revenue dropped 26%, FY27 EPS guidance missed badly, and shares are near a 52-week low. Is the pain already…
What if a trade goes completely backwards and you could have still targeted $520?
October 4, 2026 Bonus Content: Nike Fell 9% After Earnings. Where the Turnaround Stands A note from our friends at…
Twice the size of Nvidia – and it’s on the move
October 4, 2026 Bonus Content: Valero Reports October 22. Margins Surged. The Stock Hasn’t Caught Up. A note from our…
onsemi Paid $1.3 Billion Less for Synaptics. That’s the Point.
The revised deal shifts to cash, adds earnings on day one, and a rival bid confirms what these assets are…