September 26, 2026 Bonus Content: SpaceX Has Given Back All Its Post-IPO Gains. October Will Test That. A note from…
Nscale’s $103 Billion Backlog Is Mostly Unbuilt. That Is the Bet.
The neocloud NYSE filing asks investors to fund infrastructure not yet built, backed by contracts that can be cancelled if…
Palantir Nearly Doubled Revenue and the Stock Has Barely Budged
September 25, 2026 Record bookings, 82% growth guidance, and a 160x multiple walking into Q3 earnings. One of those things…
Consumers Feel Worse Than During 2008
September 25, 2026 Americans are more anxious than at almost any point in modern history. Both releases are in. The…
Oracle and Akamai Just Showed Which AI Companies Will Survive
Two filings on Sept. 24 show who can fund AI with cash flow
Elon Musk’s Hushed FCC Filing. Sept 25th.
September 25, 2026 Bonus Content: Trump and Xi Extended the Trade Truce. Three Sectors Open Differently Because of It. A…
Missed Bitcoin’s run? “Skim” $4,898, $11,145, $17,350 from BTC moves
September 25, 2026 Bonus Content: New Home Sales Hit 684,000. Builders Paid for Every One. A note from our friends…
Nike and McDonald’s Are at Multi-Year Lows. Q3 Ends Wednesday.
With the quarter closing in days, the question is whether Nike, McDonald's, and HP are cheap enough to keep.
Confused by Options? Start Here
A note from our friends at Base Camp Trading(ad) Hi Trader, Most “gurus” who teach beginners how to trade options…
Copper is at Record Highs: Don’t Miss This Small-Cap
September 24, 2026 Bonus Content: TJX Turned Tariff Turbulence Into a Buying Spree A note from our friends at Resource…