August 23, 2026 Nvidia Reports Aug. 26: What Traders Watch Seventeen straight beats. Four straight post-earnings drops. The guide is…
Category: Newsletters
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…
CRM Reports in Four Days.
August 22, 2026 CRM Reports in Four Days. Agentforce ARR grew 205% last quarter. August 26 reveals whether that was…
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…