July 17, 2026 China Just Dropped Kimi K3. The Chip Selloff Is Not Over. A 2.8 trillion parameter model just…
TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4%
July 17, 2026 TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4% A 77%…
Exposing the biggest scam in America (it’s 100% legal)
July 17, 2026 Kroger Just Bought Giant Eagle. The Grocery War Is Accelerating. A $1.65 billion deal launched this morning.…
Shopify Is Down ~30% and Growing 34%
July 17, 2026 Shopify Is Down ~30% and Growing 34% Sponsored First a note from The Oxford Club Dear Reader,…
Richemont Just Shocked Luxury. LVMH Reports July 27.
Cartier's owner posted a 20% sales surge. The question is whether the sector is actually back.
SpaceX Just Fell Back to Its IPO Price. The Real Trade Starts Now.
July 16, 2026 SpaceX Just Fell Back to Its IPO Price. The Real Trade Starts Now. SPCX hit a post-IPO…
GE Aerospace Beat Again. The Stock Fell Anyway.
July 16, 2026 GE Aerospace Beat Again. The Stock Fell Anyway. A $210 billion backlog and raised guidance hit a…
They Laughed at Him When He Called Gold to $5000… Will They Laugh at This?
July 16, 2026 TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4% A 77%…
He Called Every Gold Bull for 20 Years… Now He Says to Make This Move
July 16, 2026 TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4% A 77%…
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI's heat problem is a $15 billion backlog. Q2 earnings are two weeks away.