September 11, 2026 Bonus Content: DocuSign Is Down 78% From Its Peak A note from our friends at MarketWise(ad) Dear…
Category: Newsletters
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.…
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…
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…
“Elon’s nightmare” could fund your retirement
September 9, 2026 Bonus Content: Cisco Is Becoming the Security Layer for AI Agents A note from our friends at…
Snowflake Is Up 22% This Week
September 9, 2026 Three straight quarters of accelerating growth Snowflake does not usually give the market an easy read. Then…
This tiny piece of glass could be bigger than GPUs
September 9, 2026 Bonus Content: AeroVironment Won the Army’s First Laser Production Contract. The Stock Is Still Down 40%. A…