Chips Are in a Bear Market. The Real Question Starts Next Week.
A 20% crash in a month just created the sector’s most interesting entry debate in years.
Category: General
Tesla Reports July 22. The Car Numbers Are Old News.
480K deliveries already beat the Street. Now margins and Cybercab have to do the work.
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.
MercadoLibre Is Down About 37% From Its High. Its Fastest Growth in Years Just Got Ignored.
Revenue grew 49% last quarter. The market punished it anyway.
Alibaba Is Up 11%. The Real Story Starts in August.
A pre-earnings briefing just rewrote the investment case for China’s most beaten-down mega-cap.
TSMC Reports July 16. The Margin Math Is More Interesting Than the Revenue Beat.
A 45% year-to-date gain and a $56 billion capex cycle have the market asking the wrong question.
BofA Says Three Hikes. The Market Is Only Pricing Two. Someone Is Wrong.
The gap between Wall Street’s boldest Fed call and actual market pricing is the trade of the second half.
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.
Every Major Bank Just Passed. The Real Story Is What Comes Next.
The Fed stress test cleared all 32 banks. The dividend and buyback wave starts now.
Coinbase Is Down in 2026. The Regulatory Inflection It’s Been Waiting For Is Here.
The GENIUS Act is law. The CLARITY Act odds have moved up. COIN has spent years building for this exact moment.