Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market’s hardest question.
Day: July 20, 2026
SanDisk Is Down ~42% From Its High. August 5 Is All That Matters.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t moved much.
JB Hunt’s best quarter in years
July 20, 2026 JB Hunt’s Best Quarter in Years Record volumes, a 45% EPS jump, and a freight cycle turning…
Ciena Is Down About 34% From Its High. The AI Networking Cycle Is Just Getting Started.
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.