AMD reports tonight. The Q2 number is not the point.
August 4, 2026 AMD Reports Tonight. A Beat Won’t Be Enough. The Q2 number is almost beside the point. H2…
Category: Newsletters
CAT is down 25%. The wealth case still stands.
August 3, 2026 Caterpillar Is Down 25%. Here Is the Long-Term Case. Q2 earnings drop Tuesday. The wealth opportunity may…
Apple’s $5T Margin Problem
July 31, 2026 Apple’s $5T Margin Problem A record quarter, a leadership handoff, and a semiconductor crunch that changes the…
Microsoft just proved the doubters wrong
July 30, 2026 Microsoft’s AI Bet Is Paying Off What this week’s earnings mean for long-term wealth builders. Sponsored First…
Meta reports tonight. Read this first.
July 29, 2026 Meta Earnings Tonight: The $145B Question A great business at a discount. Tonight we find out if…
Apple (AAPL): Stock Insight
July 28, 2026 Apple (AAPL): Stock Insight Back on top at $4.94 trillion. Here is the full investment case. Sponsored…
When the Lights Almost Went Out
July 27, 2026 When the Lights Almost Went Out Heat waves plus AI demand just exposed a grid that was…
Wall Street dumped Oracle. The Pentagon didn’t.
July 24, 2026 Oracle: Hated by Markets, Chosen by the Pentagon A $7B defense deal on a deeply discounted stock…
Tesla’s Big Quarter Has a Catch
July 23, 2026 Tesla’s Big Quarter Has a Catch Record deliveries, surging revenue, and a margin problem nobody can ignore.…
Why Nuclear Wins the AI Power Race
July 22, 2026 Why Nuclear Wins the AI Power Race Cameco owns the supply chain that keeps the lights on.…