September 15, 2026 Two to four freed labor hours per day, redeployed to the line, is the clearest path back…
Category: Newsletters
Some of the World’s Largest Untapped Gold Deposits Sit Here
September 15, 2026 Bonus Content: Walmart’s Ad Business Earns More Than Stores Per Dollar A note from our friends at…
Trip.com Faces a $765M Fine Tomorrow. Growth Says Buy Anyway.
Trip.com Group reports Q2 and first-half results after the close Tuesday, September 15, and the quarter is not pretty on…
This Nasdaq Name Spent 25 Years Preparing for America’s Next Big Move
September 14, 2026 Bonus Content: Eli Lilly Is Winning the Obesity Pill Race. Here’s Why. A note from our friends…
One Stock to Buy Before These Midterms
September 14, 2026 Bonus Content: Seagate Is 27% Off Its High. Its Storage Contracts Say That Gap Is Wrong. A…
Dell Booked $60.9 Billion in AI Orders Last Quarter. The Margin Question Is What Matters Now.
September 14, 2026 Dell Booked $60.9 Billion in AI Orders Last Quarter Dell’s AI infrastructure business is the largest of…
U.S. Is Building a New Arsenal. This Name Can Help Power It.
September 14, 2026 Bonus Content: Palo Alto Networks Dropped 10% After Beating Earnings. A note from our friends at i2i…
Intuitive Surgical Is Down 41%. J&J’s Robot Makes the Case
J&J management steps into the Morgan Stanley Global Healthcare Conference on Monday at 11:30 a.m. Eastern with a story the…
An Activist Is Trying to Fire Ethan Allen’s 82-Year-Old CEO
September 13, 2026 Bonus Content: An Activist Is Trying to Fire Ethan Allen’s 82-Year-Old CEO The furniture business is brutal…
Everyone’s Buying AI Chips. Almost Nobody Owns the Outlet.
September 13, 2026 Bonus Content: Micron Is Guiding to $50 Billion in a Single Quarter. The Stock Is 24% Off…