Lam Research Is Down About 19% From Its Peak. July 29 Earnings Could Reset the Entire Chip Equipment Trade. Record…
The Next NVIDIA Is About to Be Crowned
July 18, 2026 Chips Are in a Bear Market. Tuesday Is the Reset. Sponsored Dear Friend, Before the A.I. boom,…
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
The SOX Just Hit Bear Market. The Real Test Hasn’t Started Yet.
July 17, 2026 The SOX Just Hit Bear Market. The Real Test Hasn’t Started Yet. China’s Kimi K3 lit the…
TRV Just Hit an All-Time High While the Market Melted Down
An 86% EPS beat today just made insurance the most interesting trade in the market.
China Just Dropped Kimi K3. The Chip Selloff Is Not Over.
July 17, 2026 China Just Dropped Kimi K3. The Chip Selloff Is Not Over. A 2.8 trillion parameter model just…
TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4%
July 17, 2026 TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4% A 77%…
Exposing the biggest scam in America (it’s 100% legal)
July 17, 2026 Kroger Just Bought Giant Eagle. The Grocery War Is Accelerating. A $1.65 billion deal launched this morning.…
Shopify Is Down ~30% and Growing 34%
July 17, 2026 Shopify Is Down ~30% and Growing 34% Sponsored First a note from The Oxford Club Dear Reader,…
Richemont Just Shocked Luxury. LVMH Reports July 27.
Cartier's owner posted a 20% sales surge. The question is whether the sector is actually back.