Everyone is chasing the chip trade. The real bottleneck -- and the real opportunity -- is the electricity that feeds…
Rigetti Computing (RGTI): The Quantum Stock the Government Just Bet $100 Million On
A landmark CHIPS Act deal and a commercial hardware breakthrough are changing the conversation around this volatile pure-play.
MercadoLibre (MELI): The Latin American Powerhouse Trading Like It’s in Trouble
49% revenue growth, a doubling credit card portfolio, and a stock down nearly 40% from its highs. Something doesn't add…
Salesforce and Marvell Are Reporting Wednesday — Here’s What the Numbers Actually Mean
Two of the most consequential earnings reports of Q2 land this week. The AI software and custom silicon stories converge.
TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You
The biggest put buying eruption in TLT in recent memory just happened. This is not a drill.
Carvana Just Posted Its Best Quarter Ever. The Stock Is Down 16% on the Year Anyway.
Record revenue, record EBITDA, record units. The market still isn't sure what to do with CVNA.
Eli Lilly (LLY): The GLP-1 Trade Is Bigger Than the Market Thinks
Mounjaro up 125%. Zepbound up 79%. A new oral pill just launched. The growth story keeps widening.
The War Nobody Expected Handed Energy Its Best Year in a Decade
Occidental Petroleum is at the center of a commodity supercycle that Wall Street is still underestimating
The Defense Trade Is Not What You Think — Here’s How to Actually Position It
Between Iran ceasefire signals, record backlogs, and Palantir's 85% revenue surge, the defense sector just got a lot more complicated.
The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction.…