The 20% Compute Tax Nobody Priced Into OpenAI
The headline out of San Francisco this morning is that OpenAI is slowing down. The more interesting story is what…
Category: Newsletters
Five Dividend Fortresses for an Uncertain Market
The macro backdrop right now is genuinely uncomfortable. The threat of recession has hung over the market for much of…
WOLF Has 47% Short Interest. Retail Is Buying Anyway.
Wolfspeed (NYSE: WOLF) is the most uncomfortable stock on Wall Street right now, and not for the reason the bears…
Two Surging Stocks Built to Compound
The Momentum Is Real. So Is the Structure Beneath It. Two stocks that lit up screens in August 2026 share…
Two Miners to Own. One to Avoid.
Gold miners are generating cash at a rate the sector has rarely seen. The VanEck Gold Miners ETF is up…
Home Depot beat. What’s Happened to Housing?
August 18, 2026 HD Beats. The Real Wealth Trade Is Still Waiting. Home Depot’s strongest comps in nearly four years…
PATH Is Up From Its Lows. September 3 Is the Only Number Left.
The Stock Nobody Was Watching Just Moved Sixteen dollars and change. That is where UiPath (NYSE: PATH) has been trading…
Goldman Turns Cautious on Consumers
August 17, 2026 Goldman’s Consumer Warning. Your Wealth Move Use the slowdown signal to rebalance toward resilience, not to predict…
ROST Reports Thursday. Watch Q3.
August 16, 2026 ROST Near Highs. Now It Has to Prove It. Q2 earnings hit Thursday. The beat is expected.…
The Boring AI Trade Is Winning
August 14, 2026 The Boring Companies Winning the AI Race GEV, VRT, ETN, and DELL booked the numbers this earnings…