Celsius Holdings (CELH) posted a revenue beat this morning that the market needed to see. Revenue rose 16.8% year over…
SMCI’s Cheap P/E Hides a Bigger Problem
Market Snapshot SMCI was around $30 in the most recently available regular-session data (the November 4, 2026 close was about…
Marc Chakin’s Critical AI Warning
November 5, 2026 Bonus Content: Enphase Can’t Cut Its Way Out of This A note from our friends at MarketWise(ad)…
Major Banks Brace for Rapid Selloff
November 5, 2026 Bonus Content: Brent Lost $24 in Four Days. Here Is Who Won and Who Is Bleeding. A…
Target years worth of trading gains in mere days?
November 5, 2026 Bonus Content: Duke Energy Reports Today. Data Centers Are Now Political. A note from our friends at…
Ominous New Day in America (Get Ready for it)
November 5, 2026 Bonus Content: Microchip’s Q2 Report Tonight: What the Channel Inventory Number Actually Decides A note from our…
Boeing’s Wing Problem Is What’s Really Grounding the 737
November 4, 2026 A bottleneck in Renton is why 500 deliveries won’t happen in 2026, and why the next ramp…
Bitcoin Faces Two Years Without a Legislative Lifeline
November 4, 2026 Warren takes the Senate Banking gavel and the CLARITY Act dies Bitcoin hit $75,711 overnight before clawing…
These altcoins tripled Bitcoin’s gains… then this
November 4, 2026 Bonus Content: Kioxia, SoftBank and Advantest Paid the Price US Chip Stocks Skipped A note from our…
How to Take Your Bank Account ‘Off the Grid’
November 4, 2026 Bonus Content: ADP and ISM Services Land This Morning A note from our friends at Weiss Ratings(ad)…