Eli Lilly (LLY): The GLP-1 Trade Is Bigger Than the Market Thinks
Mounjaro up 125%. Zepbound up 79%. A new oral pill just launched. The growth story keeps widening.
Year: 2026
MercadoLibre: The Latin American Super-App Nobody Fully Prices In
49% revenue growth. 84 million active buyers. A fintech arm expanding at 87%. The opportunity is hiding in plain sight.
SpaceX + Tesla: The Merge
May 29, 2026 SpaceX + Tesla: The Merger Nobody Can Quite Price Featured: SpaceX + Tesla: The Merger Nobody Can…
PLTR After the Fastest Quarter in Its Public History: Why the Valuation Debate Has Changed
85% revenue growth. $1.63B in Q1. A Rule of 40 score of 145%. The question now is whether the multiple makes sense — or has already been answered.
Micron Just Crossed $1 Trillion. Here’s What Changed.
A single analyst call rewired how Wall Street thinks about memory chips — and MU hasn’t looked back.
Nvidia Just Printed $81.6 Billion and the Stock Went Down. Here’s What the Tape Is Really Telling You.
NVDA beat hard, guided higher, and still slipped. The market’s reaction might be the most important signal of the quarter.
Rigetti Computing (RGTI): The Quantum Stock the Government Just Bet $100 Million On
A landmark CHIPS Act deal and a commercial hardware breakthrough are changing the conversation around this volatile pure-play.
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.
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.