The Defense Budget Nobody Is Talking About
A proposed $1.5 trillion FY2027 request, a $700 billion backlog, and a sector that has quietly outperformed. The real opportunity may be in the names Wall Street skips.
Day: June 19, 2026
Intel jumped 10%. The deal isn’t confirmed.
June 19, 2026 Intel Jumped 10% on a Post No confirmation. Just a lot of price action and unanswered questions.…
SanDisk Is Up 5,000%. The Real Question Starts Now.
SNDK’s AI storage supercycle is real. Whether the valuation has run too far ahead of even a great story is the debate no one wants to have.