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Nvidia’s Multiple Has Collapsed. The Market Is Betting Huang Is Wrong.
At under 17 times forward earnings, Nvidia is priced like a company whose best growth is behind it. The investment…
One Nasdaq Offers Investors More Than One Way into America’s Next Tech Boom
September 23, 2026 Bonus Content: Europe’s Best Growth in Two Years. The Bond Market Has Questions. A note from our…
The Marvel Playbook Created 350B+ in Franchise Value
A note from our friends at Skybound_DM(ad) Marvel was valued at $54 billion. Star Wars at $181 billion. And Pokemon…
Ford and GM Fell on China Fear. TD Cowen Says That Was a Mistake.
The selloff pricing in a Chinese EV invasion ignores structural guardrails that are still firmly in place and a summit…
Intel Can Fill Half Its Orders. That Gap Is the Trade.
Intel closed Monday at $121.78, up 12.14% on the session and 25% from $97.14 five days earlier. The visible catalyst…
Anthropic Cut Opus 5.5 Prices 40%. The SaaS Selloff Is Not Done.
September 22, 2026 Cache read costs fell 60%, and Opus 5.5 matches Fable 5.1. Software stocks that are down double…
Pentagon Wants 300,000 Drones. Which U.S. Companies Are Ready?
September 22, 2026 Bonus Content: Grok Bot Hit 418,000 Users. The Revenue Math Is the Real Test. A note from…
Did this massive insider bet elude public filings?
September 22, 2026 Bonus Content: AMD Hit $1 Trillion. The Real AI Trade Is Now CPUs. A note from our…
Meta Jumped 11% on Muse. Wall Street Is Split on What Comes Next.
A download chart got Meta to $741. Whether subscriptions and retention can justify that price is the harder question professionals…