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May 23, 2026 Arista is the quiet AI winner When clusters grow, networking becomes the constraint Arista Networks: the unglamorous…
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May 22, 2026 Dell Technologies (DELL) +4.1% The infrastructure play nobody’s talking about loudly enough Sponsored First a note from…
Your Gold Earns Nothing
May 22, 2026 Your Gold Earns Nothing Featured: Walmart Beat on Revenue. Then the Stock Dropped 8%. Sponsored Dear Reader,…
Walmart’s quarter was fine. That’s the problem.
May 21, 2026 Walmart’s Quarter Was Fine. That’s the Problem. A $3B revenue beat, a guidance miss, and a consumer…
SpaceX Targets June 12th
May 20, 2026 SpaceX Filed for an IPO. The numbers are extraordinary. Some of the fine print is worth reading…
The Trade Running While You Watch AI
May 19, 2026 The Trade Running While You Watch AI Heavy assets, low obsolescence. Already working. ☰ Something has been…
Warsh just inherited a mess
May 18, 2026 Warsh Is In. The Calendar Is Loaded. Week of May 18–22, 2026 Three days into the job…
The power trade most people are sleeping on
May 17, 2026 The Power Trade Most People Are Sleeping On Nuclear, AI demand, and three names worth understanding before…
The $185B Missile Buildout Is Real
May 16, 2026 The $185B Missile Buildout Is Real What LMT, RTX, NOC, and RKLB are telling traders right now…
What actually came out of Beijing
May 15, 2026 All Handshakes, No Deal The Beijing summit wrapped. Investors are still waiting for something real. Here’s where…