August 16, 2026 DE Is Up 32%. The FY2027 Order Gap Is the Risk. Featured: DE Is Up 32%. The FY2027…
BABA Reports Thursday
August 16, 2026 BABA Reports Thursday Cloud growth, a royalty model nobody has priced, and four straight EPS misses. Thursday…
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
August 15, 2026 DIS Is Down 41% in Five Years. Accumulation May Be Starting. A new CEO, a $9 billion…
Your Opinion of Trump Won’t Matter After November 27
August 14, 2026 WBD: The Arb Wall Street Mispriced Featured – WBD: The Arb Wall Street Mispriced Sponsored Dear Reader, Whether…
Apple just sent a powerful signal to investors
August 14, 2026 IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module. Featured: IBM Is Building an AI…
Why Wall Street is Dumping ETFs – September 30th
August 13, 2026 The Best Earnings Season Since 2008 Is Now the Problem Featured: The Best Earnings Season Since 2008 Is…
$963B in Interest. The Japan Risk Nobody Is Pricing.
August 12, 2026 $963B in Interest. The Japan Risk Nobody Is Pricing. The CBO’s August update just raised the debt-service…
Trump Dollar Plan: Your Savings in the Crosshairs
August 12, 2026 SMCI’s Margin Doubled. That’s the Number That Matters. Featured: SMCI’s Margin Doubled. That’s the Number That Matters. Sponsored…
Wall Street Is Watching the Wrong Winner
August 11, 2026 Wall Street Is Watching the Wrong Winner Every investor is focused on tonight’s SMCI earnings. The highest-conviction…
“Presidio Initiative” research
August 11, 2026 CoreWeave Reports Tonight. Five Selloffs in a Row. Featured: CoreWeave Reports Tonight. Five Selloffs in a Row. Sponsored…
