August 22, 2026 The Network Layer Is Now the Hottest Trade in AI ANET just delivered its first $3 billion…
CRM Reports in Four Days.
August 22, 2026 CRM Reports in Four Days. Agentforce ARR grew 205% last quarter. August 26 reveals whether that was…
The $40T Signal Gold Is Reading Correctly
Gold is trading near $4,587 this morning, up roughly 11% over the past month alone. The conventional explanation blames geopolitics.…
The FTC Letter Lands Today. The Data Moat Is the Real Trade.
A coalition urging the FTC to investigate AI book destruction filed today. The antitrust theory behind it could reshape valuations…
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
AI Firms Destroy Books. The FTC Notices.
August 21, 2026 The FTC Letter Lands Today. The Data Moat Is the Real Trade. Sponsored First a note from…
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
The $65B Number Is About to Meet an Auditor
Hey there, bargain hunter. The document that settles one of the most consequential accounting disputes in tech history could hit…
WMT Dropped 9% on a Guidance Raise
Tariff refunds made the quarter. The Q3 guide reveals the margin question.
319 Million Shares Down.
August 20, 2026 319 Million Shares Down. Sponsored First a note from Stansberry Research Editor’s Note: See the following from…