September 10, 2026 ETFs that helped push BTC above $80,000 in August are now seeing outflows, with the Fed decision…
Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
September 9, 2026 Bonus Content: Abbott’s Libre Duo Just Got FDA Clearance. The Stock Hasn’t Noticed. A note from our…
Oracle Reports Tonight. A $21.6B Pentagon Cloud Contract Makes the Bull Case Harder to Ignore.
The Pentagon's new cloud solicitation is more than twice the size of the 2022 award. Oracle's spending may already be…
The Defense Story Most Investors Miss
September 9, 2026 Bonus Content: Intel Foundry Hit 1 Million High-NA Wafers. Losses Still $2.1B. A note from our friends…
China Just Mapped a $532 Billion AI Build.
September 9, 2026 Beijing’s 9,800-exaflop target by 2030 China’s Ministry of Industry and Information Technology issued a development plan for…
ASML Got 3 Foundries to Commit. Best Chip Equipment Buy?
With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger…
Expedia and Booking’s Big Drop Is Not About Fuel Costs
September 9, 2026 When travel sells off with no company news, crude is hitting demand next. Sponsored Pilots Use One.…
American Energy Is Powering a Trillion-Dollar Buildout
September 8, 2026 Bonus Content: Home Depot’s Real Growth Engine Isn’t the Housing Market A note from our friends at…
Expedia and Booking Just Got Sold Like the Traveler Is Already Gone
Tuesday’s travel-stock selloff shows who was crowded in, and who now has to exit
This CEO Knows How to Get a Resource Story Started
September 8, 2026 Bonus Content: P&G Just Raised Its Dividend Through a $1B Cost Headwind A note from our friends…