August 24, 2026 JNJ’s $100B Revenue Run Rate Is the Dividend Case No One Is Making Bonus: JNJ’s $100B Revenue Run…
Category: Newsletters
Rise of the… Petroyuan?
August 24, 2026 Featured: Memory Stocks Are Pricing a Policy Shift That Hasn’t Happened Sponsored I’ve spent my career studying gold…
Is Intuit’s Drop an Opportunity?
August 24, 2026 Is Intuit’s 48% Drop a Buying Opportunity? Intuit reports Q4 FY2026 after the close on August 25.…
Nvidia Reports Aug. 26: What Traders Watch
August 23, 2026 Nvidia Reports Aug. 26: What Traders Watch Seventeen straight beats. Four straight post-earnings drops. The guide is…
Oracle Just Partnered With Its Biggest Rival
Eight days ago, Oracle and Amazon signed a long-term strategic collaboration agreement. Oracle AI Database@AWS is now live across 22…
Micron’s CEO Just Called Time on the Boom-Bust Clock
☰ ☰ Micron’s CEO Just Called Time on the Boom-Bust Clock ☰ A $10 billion research lab, a 50% supply…
410 new millionaires a day?
August 23, 2026 Broadcom’s $16B Moment Is 10 Days Away Featured: Broadcom’s $16B Moment Is 10 Days Away Sponsored Reader, If…
Micron Is Down 25% on the Best Numbers in Its History. Amazon Reports in 13 Days. These Two Trades Are Connected.
August 22, 2026 Micron Is Down 25% on the Best Numbers in Its History. Amazon Reports in 13 Days. These…
Melt Up or MELT DOWN?
August 22, 2026 The Black Sea Grain War Is Escalating Featured: The Black Sea Grain War Is Escalating Sponsored Editor’s Note:…
The Network Layer Is Now the Hottest Trade in AI
August 22, 2026 The Network Layer Is Now the Hottest Trade in AI ANET just delivered its first $3 billion…