August 13, 2026 Wages Are Losing. The CPI Says 3.4%. Featured: Wages Are Losing. The CPI Says 3.4%. Sponsored First a…
Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.
A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the…
Nvidia Just Turned GPUs Into Collateral
A $500 billion financing consortium reframes AI compute as infrastructure debt. The real debate is whether chips can hold their…
A way to make money on 9 out of 10 trades
August 12, 2026 CRWV Is Gapping Up. Here’s the Trade Plan. Featured: CRWV Is Gapping Up. Here’s the Trade Plan. Sponsored…
SMCI missed revenue. Stock surged anyway.
August 12, 2026 SMCI Surges. Here’s the Real Test. Margins doubled, guidance blew past estimates — now the stock faces…
The ROIC Question Is Finally Getting Answered
JPMorgan’s latest target raise is about backlogs converting into recognized revenue.
Nvidia Is Building a Trillion-Parameter Model.
August 12, 2026 Nvidia Is Building a Trillion-Parameter Model. Sponsored First a note from Mode Mobile Some companies you only…
CFA: Bank of America Said This
August 11, 2026 NVDA: Sell the News Into Aug 26 Featured – NVDA: Sell the News Into Aug 26 Sponsored First…
The Floor Under $4,400 Gold Is Not Iran
Central banks bought a Q2 record 289 tonnes as prices fell. That structural bid is what matters now.
DayOne Files for $5B IPO. Now What?
August 11, 2026 DayOne Files for $5B IPO. Now What? A confidential SEC filing targets next quarter. Sponsored First a…