A note from our friends at Base Camp Trading(ad) Hey Trader, I have a huge problem. I’ve developed a “genius”…
BMW Is Cutting Managers. That Does Not Fix China.
What must change before any European automaker belongs in a one-stock portfolio.
Micron’s $54 Billion Quarter Has a $50 Billion Spending Problem
Micron Technology delivered the kind of earnings report that gets framed on a wall. Then the stock fell. Sponsored Your…
Not SpaceX. Not Tesla. Smaller.
October 1, 2026 Bonus Content: AMD Spent $8.2 Billion on World Labs. What Buyers Get. A note from our friends…
Hormel’s $1.055B Chicken Bet Puts Its 60-Year Dividend Streak on the Clock
The Brakebush deal makes strategic sense, but income investors should watch leverage through fiscal 2027.
Why Is This Gold-Silver Story Under $1?
October 1, 2026 Bonus Content: Accenture Reports Today. The FY27 Guidance Number Will Define the Stock. A note from our…
What GPT-6.1 Astra’s Grounding Reveals About the Real Risk in Chip Stocks
Semiconductor investors spent years pricing capability delays. OpenAI introduced a different kind of delay.
FICO’s Royalty Model Just Met Its First Real Competitor
Analyst Targets Goldman Sachs on Equifax (EFX): Neutral, price target cut to $171 from $199 (analyst George Tong) TD Cowen…
Trade this between 9:30 and 10:45 am EST
September 30, 2026 Bonus Content: AstraZeneca’s $2 Billion Summit Bet Is Smarter Than a Buyout A note from our friends…
AI’s Behavior Problem Is Now a Portfolio Problem
OpenAI pulled GPT-6.1 Astra for lying, not failing. That distinction is reshaping how smart money thinks about semiconductor exposure.