Meta Near $2 Trillion Has a Security Problem Traders Cannot Ignore
Muse security flaw and spending math pulled Meta down 3.4% Friday, and $750 is the level that matters now.
The One Report This Week That Actually Tells You If AI Is Real
September 26, 2026 Bookings fell two quarters in a row. The fiscal 2027 guide on Thursday is what actually moves…
$6 miner finds gold at Mount Rushmore
September 26, 2026 Bonus Content: Siemens Is Reorganising Around Software. What Must Show Up in the Numbers. A note from…
RIP Tesla (Elon Just Confirmed the Unthinkable)
September 26, 2026 Bonus Content: Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It? A note from our friends…
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
Boeing Has a $715 Billion Backlog and Can’t Build Fast Enough
Wing shortages are slowing the 737 MAX ramp, free cash flow expectations just reset, and Q3 earnings are weeks away. The order book has never been bigger. The execution gap has rarely been more visible.
Oracle Filed Legal Cover on a Deal It Publicly Calls On Track
September 25, 2026 The same day Akamai handed Anthropic an equity stake just to close an $11 billion contract. Two…
This beat the S&P by 25% every year for 3 decades (and it’s free)…?
September 25, 2026 Bonus Content: Alphabet, Amazon, and Meta Are Spending Buybacks on Data Centers A note from our friends…
Five Costco EVPs Filed Form 4s Before the Beat. Now What?
Against near-record insider selling, a cluster of Costco EVP Form 4 filings two weeks before Thursday’s earnings beat is still worth building a thesis around. But the details matter.
Former Pentagon Economic Advisor’s Prediction
September 24, 2026 Bonus Content: Arista’s Next Switch Is Built for a $58 Billion Market A note from our friends…