Apple’s price hike hit different this time
June 26, 2026 Apple’s Price Hike Hit Different The AI memory crunch just landed on the consumer’s doorstep. Thursday felt…
Category: Newsletters
Intel jumped 10%. The deal isn’t confirmed.
June 19, 2026 Intel Jumped 10% on a Post No confirmation. Just a lot of price action and unanswered questions.…
MUSA is trading at 19x while earning like a 30x company
June 18, 2026 The Fuel Retailer No One Is Talking About Murphy USA just posted a massive beat. The multiple…
KLAC just did something worth paying attention to
June 17, 2026 KLAC Is At a Decision Point What happens in the first 30 minutes could set the tone…
The bank nobody is talking about just had its best quarter in two years
June 16, 2026 Deep Discount Banking: RBB Bancorp A two-year earnings high, five straight quarters of margin expansion, and still…
SPCE just did something traders will be talking about for a while
June 15, 2026 SPCE Just Had the Kind of Week That Needs an Explanation Five sessions. $3.34 to $8.90. What…
The PPI just hit 6.5% and the Fed has a real problem
June 12, 2026 Wholesale Prices Are Running Hot Again What the May PPI means for rates, gold, and Newmont ($NEM)…
Oracle beat. Then dropped 10%. Here is what nobody is talking about.
June 11, 2026 Oracle Beat Earnings and Still Got Punished The numbers were good. The reaction was worse. Here is…
QCOM just got sold off with the wrong crowd
June 10, 2026 QCOM Got Lumped In. That Might Be the Opportunity. Edge-AI chips, a June 24 catalyst, and a…
Stitch Fix reports tonight and the number that matters is not revenue
June 9, 2026 SFIX Reports Tonight Two signals. One winner. Q3 FY2026 drops after the bell. Two numbers have been…