AI's power problem just became uranium's biggest catalyst in decades.
Author: Coin Craziness
SpaceX Joins the Nasdaq-100 in Two Days. The Forced Buying Is Already Priced In.
What happens to SPCX after the mechanical flow ends is the only question that matters now.
Europe’s Defense Boom Is Hitting a Wall
The spending is real. The question now is whether the companies can actually deliver.
The Dow Just Hit a Record. The Nasdaq Fell. That Split Is the Trade.
The rotation into value, financials, and industrials is accelerating faster than most investors realize.
Big Pharma Has $1.3 Trillion to Spend. The Clock Is Running.
A patent cliff with a known deadline is forcing the largest acquisition wave in biopharma history.
Tesla Delivered 480,126 Cars. The Stock Dropped 7% Anyway.
The delivery beat was never really the question. July 22 is.
Bending Spoons Is Now Public. The Story Has 1,000 Chapters Left.
An Italian software roll-up just had one of the year's best IPO debuts.
Vertiv Is Up 73% in 2026. Now Comes the Hard Part.
Q2 earnings are *estimated* for July 29. The backlog is massive. The valuation is not cheap.
Meta Just Became Its Own Competition
A $125 billion AI infrastructure budget is about to flip from cost center to revenue engine.
NVDA Is Down 17% From Its High. The August 26 Earnings Date Is the Only Number That Matters.
Record revenue, a $91B guide, and a stock that won't hold gains. Here is where the trade actually lives.