Record revenue, record EBITDA, record units. The market still isn't sure what to do with CVNA.
Day: May 28, 2026
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.…
CSCO Just Repriced. The AI Networking Trade Is Finally Real.
Cisco's blowout Q3 earnings aren't just a good quarter — they're a full identity reset for a company the market…
Nuclear Just Became the Most Important Trade on Wall Street. Most Retail Investors Are Still Buying the Wrong Names.
AI data centers need power that the grid cannot provide. Nuclear is the only answer at scale – and the…