Copy the Shape, Not the Name
August 26, 2026 Trump’s June filing reveals a defensive-compounder basket plus a bond rotation: a portfolio structure worth studying regardless…
Category: Newsletters
Apple’s AI Desktop Bet
August 25, 2026 Apple’s AI Desktop Bet New Mac Mini and Mac Studio signal where Apple sees the next hardware…
The AI Chip Play Behind the Google Deal
August 24, 2026 Marvell’s Quiet Growth Engine The Google deal dominates the headlines. The wealth opportunity is in what powers…
IBTA’s 48% Surge Deserved a Closer Look
Analyst Targets Needham: Buy, $45 price target Evercore ISI: In-Line, $42 price target (raised from $40 post-Q2) Goldman Sachs: Sell,…
PLTR Grew 93%. The Multiple Is Still the Fight.
Hey there, bargain hunter. The quarter was not ambiguous. Palantir reported $1.935 billion in Q2 2026 revenue, up 93% year…
The Network Layer Is Now the Hottest Trade in AI
The Layer Nobody Is Watching Is Running the Table The S&P 500 closed Friday at 7,674, up 0.43% on the…
ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
Here is the disconnect worth paying attention to. Intuitive Surgical posted a Q2 beat that most companies would hang on…
Oracle Just Partnered With Its Biggest Rival
Eight days ago, Oracle and Amazon signed a long-term strategic collaboration agreement. Oracle AI Database@AWS is now live across 22…
Healthcare Is Beating Chips
August 21, 2026 Healthcare Is Beating Chips A 36-point swing since June 22, three earnings engines, and $96 billion in…
Cheaper AI Tokens Are Nvidia’s Best Growth Catalyst
Subject Line: Cheap AI Is Bullish for NVDA Preheader: Falling token prices historically expand total GPU demand. August 26 is…