AMD’s CPU Story Just Got Bigger
July 21, 2026 AMD’s CPU Story Just Got Bigger EPYC is growing faster than the GPU trade. Here is why…
Category: Newsletters
JB Hunt’s best quarter in years
July 20, 2026 JB Hunt’s Best Quarter in Years Record volumes, a 45% EPS jump, and a freight cycle turning…
Wolfspeed Is Up 2,300%. The Real Story Starts August 19.
July 17, 2026 Wolfspeed Is Up 2,300%. The Real Story Starts August 19. A Chapter 11 exit, a GE Aerospace…
Cigna Keeps Winning. The Stock Keeps Losing.
July 16, 2026 Cigna Keeps Winning. The Stock Keeps Losing. Four straight beats and raised guidance. So why is CI…
GE Aerospace: Built to Compound
July 15, 2026 GE Aerospace: Built to Compound A $210B backlog and two tailwinds that do not quit. Sponsored First…
Is Apple Actually Cheap Right Now?
July 15, 2026 Is Apple Actually Cheap Right Now? Running the world’s most valuable company through our valuation framework. Sponsored…
Meta wants to sell AI compute. Now what?
July 14, 2026 Meta’s Next Business Might Surprise You Cloud capacity for sale, Iris chips in September, and earnings on…
BABA jumped 11%. Now what?
July 13, 2026 Alibaba Is Down 42% From Its High One session changed the story. Here is what actually happened.…
Bezos just let someone else in
July 8, 2026 Blue Origin Just Let Someone Else In Bezos opened the door for the first time in 25…
Not every moat is what it used to be
July 7, 2026 Not Every Moat Is What It Used to Be AI is sorting winners from losers faster than…