The 20% Compute Tax Nobody Priced Into OpenAI
The headline out of San Francisco this morning is that OpenAI is slowing down. The more interesting story is what…
ETON’s 43% EBITDA Margin Is the Number Wall Street Missed
Revenue doubled. The margin story behind it is what changes the long-term math.
Five Dividend Fortresses for an Uncertain Market
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what the economy does next.
Five Dividend Fortresses for an Uncertain Market
The macro backdrop right now is genuinely uncomfortable. The threat of recession has hung over the market for much of…
Four Memory Stocks at the Center of AI’s Biggest Bottleneck
HBM is sold out. DRAM is tightening. These four companies are not equally priced for what comes next.
WOLF Has 47% Short Interest. Retail Is Buying Anyway.
Wolfspeed (NYSE: WOLF) is the most uncomfortable stock on Wall Street right now, and not for the reason the bears…
Nike Is Repeating Its Worst Mistake
The China distribution reset mirrors the DTC pivot that hurt Nike in North America.
Two Surging Stocks Built to Compound
The Momentum Is Real. So Is the Structure Beneath It. Two stocks that lit up screens in August 2026 share…
Two Miners to Own. One to Avoid.
Gold miners are generating cash at a rate the sector has rarely seen. The VanEck Gold Miners ETF is up…
Home Depot beat. What’s Happened to Housing?
August 18, 2026 HD Beats. The Real Wealth Trade Is Still Waiting. Home Depot’s strongest comps in nearly four years…