Meta Is Trading at $621 and the July 29 Number Is the Only Thing That Matters
Monetary Elite A 33% revenue beat, a $125B–$145B capex bill, and a stock still 22% off its all-time high.
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.
Snowflake Just Had Its Best Quarter Ever. The Stock Hasn’t Caught Up.
Revenue grew 33% in Q1. A $6 billion AWS deal sealed the AI pivot.
The Iran Deal Is Signed. The Market Has Not Finished Repricing It.
What a 60-day ceasefire actually means for energy, equities, and the second-order trades most investors are missing.
Europe Just Declared Tech Independence. The $420 Billion Bill Goes to U.S. Companies.
The EU's Tech Sovereignty Package is the biggest regulatory risk nobody is modeling.
NKE Reports June 30. The Stock Is Down 40% and Expectations Are Already in the Gutter.
Options traders are pricing an 8.5% move. The real question is what happens to gross margin.
Trump Accounts Launch in 7 Days. The Passive Flow Trade Is Already Here.
Congress just built a permanent bid for S&P 500 index funds.
China Just Weaponized Rare Earths Again. The Real Trade Is Not MP Materials.
The supply chain story Wall Street is reading wrong.
Kratos Defense Is Down 34% This Year. The Backlog Tells a Different Story.
KTOS has pulled back hard. The contract wins keep coming anyway.
India Just Posted Its Fastest Growth Since 2022. The Market Is Down 8% From Its High.
The world's fastest-growing major economy has a valuation problem nobody is discussing.