September 19, 2026 Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves…
Category: Newsletters
I’m Focused on Stocks Wielding AI Like a Weapon
A note from our friends at The Oxford Club(ad) Dear Reader, The biggest mistake investors made during America’s first Great…
Warner Bros. Discovery Gets $7M a Day. The Question Is Whether You Want In.
In six days, Warner Bros. Discovery shareholders start getting paid to wait. Specifically, they start collecting roughly $7 million a…
Are you getting ready to head for the weekend?
September 18, 2026 Bonus Content: Vital Farms Is Reportedly for Sale. At $11.70, Is the Gap Worth the Gamble? A…
Quick – your $29.97 checklist
September 18, 2026 Bonus Content: Micron Targets $50 Billion Next. The Stock Trades at 7x Earnings. A note from our…
The EV Charging Company That Just Woke Up
September 18, 2026 The EV Charging Stock That Just Woke Up A record 38% non-GAAP gross margin and 18% revenue…
This Is the Warning
September 18, 2026 Bonus Content: Jabil Has $13.6 Billion in AI Revenue This Year. The Market Hasn’t Priced It. A…
The Bank the Sector Selloff Ignored
September 17, 2026 JPMorgan guided Q3 fees and trading up double digits while the sector sold off on BofA’s warning.…
This Company Just Had Its Best Year Ever
A note from our friends at The Oxford Club(ad) Dear Reader, Every now and then, I come across a company…
Why Wall Street is Dumping ETFs – September 30th
September 17, 2026 Bonus Content: Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its…