Bio-synthetic adhesives are heading into human trials. MDT's existing sealant revenue shows what the prize looks like, and why incumbents…
Tesla Reports Tonight. SpaceX’s $14.6B Quarter Raises Stakes.
Two events landed on the same night and positioned TSLA for one of its more consequential sessions of the year.…
A back door into Anthropic that costs under $100
October 21, 2026 Bonus Content: UK Inflation Hit 3.5%. The BoE’s Next Move Is the Trade. A note from our…
A silver-gold discovery is taking shape
October 21, 2026 Bonus Content: Korea’s Chip Exports Hit a Record $27.5bn. Here’s How to Trade It. A note from…
TSMC’s Construction Problem Is Bigger Than Four Deaths
A fatal bolt failure at Fab 22 has frozen steel-structure work across every TSMC site in Taiwan, exposing a constraint…
Wall Street is starting to notice this…
October 20, 2026 Bonus Content: FedEx Is Buying the Land Next to the Runway A note from our friends at…
Your book is inside
A note from our friends at Tradewins(ad) Blane Markham here, with an alert! If you still haven’t saved your copy…
PANW’s Quantum Firewall Bet Is Now a Carrier Play
The AT&T partnership could turn post-quantum into revenue, and the stock has not fully priced it.
Palo Alto Networks Is Locking Down Firewalls Before Quantum
The clock that matters most in enterprise cybersecurity right now is not measured in quarters. It is measured in qubits.…
Salesforce Just Paid $5.66 Billion for Braze. Count the Real Cost.
Salesforce announced this morning it will acquire Braze for $5.66 billion in cash, offering $47.50 per share, a 58% premium…