Sandisk (SNDK) is one of the most profitable memory companies in the world right now, and the market is treating…
Author: Trading Stocks Now
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…
Genmab Halved Progression Risk Without a Sales Force
Phase 3 EPCORE DLBCL-2 shows how partnerships can compound value
Your Money Is in the Bank – But Who Really Controls It?
October 6, 2026 Bonus Content: DraftKings Is Down 54% Over 12 Months. BofA Sees $800M in New Revenue. A note…
My biggest prediction yet?
October 6, 2026 Bonus Content: Goldman Sachs Reports in 7 Days. The Stock Is 23% Off Its High. A note…
Two Medicare Pricing Shocks Land on Pharma Within 48 Hours
With GLOBE now finalized and drug tariffs already live, the fight over which rule hits 2027 earnings harder is just…
The iPhone Duo Yield Problem Points to One Stock
Apple’s first foldable iPhone is three weeks from going on sale, and it is already producing more scrap than usable…
WEC Energy Has a Nuclear Deal Nobody Else Can Match
The week of October 1 produced two nuclear headlines that look like cousins but are actually different animals. On September…