The neocloud test is whether the spending plan has a bridge investors can trust.
One Rule Away From the Digital Dollar
A note from our friends at Decentralized Masters(ad) Dear Reader, On June 18th, an advancement to a potential Digital Dollar…
1,800 Points in a Day (The Slow Loss Is Worse)
A note from our friends at Decentralized Masters(ad) Dear Reader, The votes are counted. And whoever you voted for… one…
Google and Nvidia Are Buying Into Anthropic. That Is the Problem.
When your two largest chip and cloud suppliers each put in $10 billion, the governance question is impossible to ignore.
ATS Pulled Guidance. That Is When Acquirers Circle.
ATS Corporation’s fiscal second-quarter report, released November 4, was not pretty by any conventional measure. Revenue fell 8.6% year over…
Lyft’s Hidden Asset Is Worth More Than Its Stock Price
Lyft stock fell roughly 8% after its Q3 2026 results on November 5, and the market’s reasoning was straightforward: a…
Wall Street’s Hottest Stock Has a Waiting List. Here’s How to Skip It.
A note from our friends at The Oxford Club(ad) From the man who tabbed NVIDIA before it soared 6,271% over…
A Bill in Congress Would Rewrite the 1973 Gold Price
A note from our friends at Newmont Capital_MP(ad) There is a monetary shift building that retirement savers will not see…
Jabil Built the AI Data Center. Its Stock Is 42% Below Its High.
With $22.1 billion in AI revenue guided for fiscal 2027, the contract manufacturer behind hyperscaler infrastructure still trades at less…
Wall Street’s Hottest Stock Has a Waiting List. Here’s How to Skip It.
A note from our friends at The Oxford Club(ad) From the man who tabbed NVIDIA before it soared 6,271% over…