A note from our friends at Banyan Hill Publishing(ad) Dear Reader, They declared a ceasefire! Until they didn’t. Then Trump…
Category: Newsletters
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…
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…
Tiny Nvidia-backed stock Set to Move Starting November 14th?
September 22, 2026 Bonus Content: China’s Rare Earth Grip Is the One Risk Markets Have Not Priced A note from…
Is the Company Behind a Historic Rescue Ready for Its Biggest Mission Yet?
September 22, 2026 Bonus Content: Iran’s Airlines Go Dark Sept. 23. Oil Reversed. A note from our friends at i2i…
NVDA’s Political Moat Is Now Real. Watch These Levels.
September 21, 2026 Trump’s new “AI Force” shifts the tone in Washington and raises the stakes for Nvidia’s policy edge.…