November 3, 2026 Bonus Content: Adobe’s $27.5B ARR Machine Meets Its Cheapest Competitor Yet A note from our friends at…
“SpaceX Royalty” Payouts – Next Nov. 18
November 3, 2026 Bonus Content: Costco Is Spending $7.5 Billion for 33 Warehouses. The Real Test Is Returns. A note…
AutoZone’s Real Growth Engine Isn’t the DIY Shopper
Commercial sales hit just over $5.7B in fiscal 2026, and that matters more than the soft DIY lane heading into…
HubSpot Reports Tonight. The Pricing Model Is the Only Number That Matters.
HubSpot reports Q3 2026 results after the bell tomorrow, November 4, and the consensus expects $925.3 million in revenue and…
Texas Roadhouse Reports Thursday. Margin Math Is the Fight.
Texas Roadhouse has spent most of 2026 proving that demand is not its problem. The question heading into Thursday’s Q3…
If You Have 100k in Cash, You Lost 17k Last Year
November 3, 2026 Bonus Content: Brent Lost $8.66 Monday. It Got Most of It Back Overnight. A note from our…
The 1946 Debt Record Is Gone
November 3, 2026 Bonus Content: AutoZone’s Real Growth Engine Is Not the DIY Aisle A note from our friends at…
A habit 42% of Americans had
November 3, 2026 Bonus Content: Manufacturing Just Hit Its Strongest Pace Since 2021. The December Rate Hike Is Now the…
My new warning
November 3, 2026 Bonus Content: Marathon Petroleum Reports Its Biggest Quarter Ever Into a Crude Market That Has Already Moved…
Block Reports Tonight. How Much of Your Return Depends on Bitcoin?
With bitcoin near $76,700 and falling, tonight's Q3 results will show whether Cash App and Square are doing the real…