Everyone is chasing the chip trade. The real bottleneck -- and the real opportunity -- is the electricity that feeds…
Day: May 29, 2026
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.