June 29, 2026 Tokenization Just Got Its First Real Stock Featured: Tokenization Just Got Its First Real Stock Sponsored On July…
Category: Newsletters
Carlisle Went Hostile. Building Materials Will Never Be the Same.
June 29, 2026 Carlisle Went Hostile. Building Materials Will Never Be the Same. A $10B+ unsolicited bid is the opening…
SanDisk Up 780%. Microsoft Down 23%.
June 29, 2026 SanDisk Up 780%. Microsoft Down 23%. Sponsored First a note from Brownstone Research Editor’s Note: Former tech…
I Called Nvidia in 2016 Here’s My Next Call.
June 28, 2026 META Is Down 10% Since Q1 Earnings Featured: META Is Down 10% Since Q1 Earnings Sponsored Editor’s Note:…
FedEx Beat Earnings. The Stock Still Fell 6%.
June 28, 2026 FedEx Beat Earnings. The Stock Still Fell 6%. A post-spin-off cost hangover is obscuring a real restructuring…
FedEx Beat Earnings. The Stock Still Fell 6%.
June 28, 2026 FedEx Beat Earnings. The Stock Still Fell 6%. A post-spin-off cost hangover is obscuring a real restructuring…
Elon’s ChatGPT Death Blow
June 28, 2026 OpenAI Blinked. The Real Trade Is Already Public. Featured: OpenAI Blinked. The Real Trade Is Already Public. Sponsored…
OpenAI Is Preparing to Go Public
June 27, 2026 China Just Weaponized Rare Earths Again Featured: China Just Weaponized Rare Earths Again Sponsored From the Desk of…
McCormick Beat Earnings by 14%. The Merger Is Why Nobody Noticed.
June 27, 2026 McCormick Beat Earnings by 14%. The Merger Is Why Nobody Noticed. A $44.8B deal is reshaping the…
The ‘Tesla Upgrade’ You Haven’t Heard Of (Yet)
June 27, 2026 Europe’s Defense Stocks Just Got Hit Hard Featured: Europe’s Defense Stocks Just Got Hit Hard Sponsored Dear Reader,…