Carvana Just Posted Its Best Quarter Ever. The Stock Is Down 16% on the Year Anyway.
Record revenue, record EBITDA, record units. The market still isn’t sure what to do with CVNA.
Year: 2026
The Energy Trade Just Got Complicated — Here’s What the Numbers Are Actually Telling You
XLE posted a 37% Q1 surge. But with Brent near $106, a Strait of Hormuz standstill, and the EIA flagging record production shut-ins, the real question isn’t whether energy ran — it’s whether it can hold.
Broadcom (AVGO): The Quiet Engine Behind the AI Infrastructure Supercycle
Custom silicon, record revenue, and a $100B runway — this is not your average chip story.
Gold at $4,700 With the Fed on Hold: What the GLD Options Market Is Telling You
Spot gold is near historic highs even as the Fed stays hawkish – and the options skew is revealing which way smart money is leaning.
The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction. Here’s how to think about the entry.
New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts. And the S&P 500 is historically expensive. Traders need a framework for what comes next.
Broadcom reports June 3 and the AI numbers are already hard to ignore
May 28, 2026 Broadcom Reports June 3. The AI Numbers Already Say a Lot. Q2 guidance blew past consensus. A…
Redwire (RDW): When Space Gets Loud
May 27, 2026 Redwire (RDW): When Space Gets Loud Two days of gains, 99M shares, an ESA delivery — and…
The defense trade everyone understands but not everyone owns
May 26, 2026 The Defense Trade Everyone Understands But Not Everyone Owns The numbers are not subtle. Backlogs are at…
The government is now a Rigetti shareholder
May 25, 2026 RGTI: When Washington Stops Watching and Starts Buying The CHIPS Act deal that just made the U.S.…