May 27, 2026 First Solar Is Moving Again Yields ease. AI power demand rises. FSLR catches a bid. Key Takeaways…
NCLH & UAL Are Moving
May 27, 2026 NCLH +7.9%, UAL +10%: The Fuel Relief Trade Is On Sponsored First a note from Med-X Med-X…
What the SpaceX Banks Aren’t Telling You to Do
May 26, 2026 What the SpaceX Banks Aren’t Telling You to Do Featured: DRAM Is Breaking Records Sponsored Dear Reader, JPMorgan.…
The Silent War Between Remote Workers and Corporate Surveillance
May 26, 2026 The Silent War Between Remote Workers and Corporate Surveillance Mouse movers, fake keystrokes, and the AI watching…
NIO just posted its best quarter ever and fell 7%
May 26, 2026 NIO Falls 7% on Its Best Quarter Ever Record revenue, three brands, a real margin story —…
BOXABL’s Proposed Nasdaq Listing Is Approaching
May 26, 2026 BOXABL’s Proposed Nasdaq Listing Is Approaching Featured: New Fed Chair. Rising Rate Hike Odds. Sponsored A Home Delivered…
Elon and Apple Making “xPhone”
May 25, 2026 Elon and Apple Making “xPhone” Featured: Bitcoin Is Holding $77K Sponsored Dear Reader, It’s official. Apple and SpaceX……
Snowflake this week: consumption + Cortex AI
May 25, 2026 Snowflake this week: consumption + Cortex AI Quick date fix: May 27, 2026 after the close. Then…
The Real AI Bottleneck Isn’t Chips
May 25, 2026 The Real AI Bottleneck Isn’t Chips The Real AI Bottleneck Isn’t Chips Not software. Not chips. Electricity.…
A Million Computers. No Electricity.
May 24, 2026 A Million Computers. No Electricity. Featured: QBTS Is Moving Fast. GFS Is Getting Dragged Along. Sponsored Hey Friend,…