August 22, 2026 CRM Reports in Four Days. Agentforce ARR grew 205% last quarter. August 26 reveals whether that was…
Category: Newsletters
The $40T Signal Gold Is Reading Correctly
Gold is trading near $4,587 this morning, up roughly 11% over the past month alone. The conventional explanation blames geopolitics.…
AI Firms Destroy Books. The FTC Notices.
August 21, 2026 The FTC Letter Lands Today. The Data Moat Is the Real Trade. Sponsored First a note from…
The $65B Number Is About to Meet an Auditor
Hey there, bargain hunter. The document that settles one of the most consequential accounting disputes in tech history could hit…
319 Million Shares Down.
August 20, 2026 319 Million Shares Down. Sponsored First a note from Stansberry Research Editor’s Note: See the following from…
The Feedback Loop Bonds Cannot Escape
The $40 trillion headline is almost beside the point. What matters is the arithmetic underneath it, and that arithmetic is…
CBRS Puts Are Talking. Here’s What They Say.
August 19, 2026 CBRS Puts Are Talking. Here’s What They Say. With 3-month IV near 99% and a negative skew,…
The Feedback Loop Bonds Cannot Escape
August 19, 2026 The Feedback Loop Bonds Cannot Escape BofA’s Hartnett says the debt-service spiral is the real threat, not…
MU Trades at ~$806 After the Best Quarter in Its History. Amazon Reports July 30. Here’s Why the Two Are Inseparable.
August 19, 2026 MU Trades at ~$806 After the Best Quarter in Its History. Amazon Reports July 30. Here’s Why…
Rambus Just Got Cheaper. The Market Is Reading the Wrong Number.
TITLE: Rambus Just Got Cheaper. The Market Is Reading the Wrong Number. SUBTITLE: A 20% post-earnings drop on record revenue…