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Day: June 10, 2026

Goldman Sachs Just Repriced. The Question Is Whether It Deserves To Stay There.
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Goldman Sachs Just Repriced. The Question Is Whether It Deserves To Stay There.

Record equities, a four-year-high M&A backlog, and a SpaceX IPO mandate — GS is firing on almost every cylinder. Almost.

June 10, 2026
QCOM just got sold off with the wrong crowd
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QCOM just got sold off with the wrong crowd

June 10, 2026 QCOM Got Lumped In. That Might Be the Opportunity. Edge-AI chips, a June 24 catalyst, and a…

June 10, 2026
The Healthcare Sector Has Been Left for Dead. That’s the Setup Bargain Hunters Have Been Waiting For.
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The Healthcare Sector Has Been Left for Dead. That’s the Setup Bargain Hunters Have Been Waiting For.

Three years of underperformance, a 20% valuation discount, and a mean-reversion case that’s getting harder to ignore.

June 10, 2026

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Latest Posts

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  • SMCI Is Up 20% After Hours. August 11 Is the Real Test.
  • Wall Street dumped Oracle. The Pentagon didn’t.

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