Palantir Is Down 35% This Year. The Business Has Never Been Stronger.
Record revenue, 85% growth, and a raised outlook — yet the stock keeps sliding.
Day: July 2, 2026
AMD Pulled Back. Aug 4 Is Still the Real Test.
July 2, 2026 AMD Pulled Back. Aug 4 Is Still the Real Test. The CPU story has been hiding in…
SaaS Lost $2 Trillion. The Survivors Are Now the Most Interesting Stocks in Tech.
The SaaSpocalypse created the dislocation. Now comes the sorting.