MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
Year: 2026
Boeing Has a $715 Billion Backlog and Can’t Build Fast Enough
Wing shortages are slowing the 737 MAX ramp, free cash flow expectations just reset, and Q3 earnings are weeks away. The order book has never been bigger. The execution gap has rarely been more visible.
Oracle Filed Legal Cover on a Deal It Publicly Calls On Track
September 25, 2026 The same day Akamai handed Anthropic an equity stake just to close an $11 billion contract. Two…
This beat the S&P by 25% every year for 3 decades (and it’s free)…?
September 25, 2026 Bonus Content: Alphabet, Amazon, and Meta Are Spending Buybacks on Data Centers A note from our friends…
Five Costco EVPs Filed Form 4s Before the Beat. Now What?
Against near-record insider selling, a cluster of Costco EVP Form 4 filings two weeks before Thursday’s earnings beat is still worth building a thesis around. But the details matter.
Former Pentagon Economic Advisor’s Prediction
September 24, 2026 Bonus Content: Arista’s Next Switch Is Built for a $58 Billion Market A note from our friends…
BlackRock Is Building the Plumbing for Institutional Money Onchain
With $15.34T in AUM and a tokenization push in the U.S. and Europe, BlackRock is no longer testing the idea. It is executing.
India’s Biggest Stock Exchange Just Listed
September 24, 2026 Sellers kept most of their shares. New buyers got none of the IPO cash. That is what…
This simple-proven strategy could be life-changing (free)
September 24, 2026 This simple-proven strategy could be life-changing Bonus Content: Gold Is Up 25% and Goldman Wants You to…
Micron Reports Wednesday With $50 Billion on the Line
Revenue up 346% year over year, HBM4 is shipping, and a valuation that still looks cheap.