Broadcom beat. The market sold it anyway.
June 4, 2026 Broadcom Beat. The Market Sold It Anyway. What the AI guidance selloff means for SMCI today Hey…
Category: Newsletters
MRVL: When Nvidia Talks, Markets Move
June 3, 2026 MRVL: When Nvidia Talks, Markets Move What a 32% single-session surge actually means for AI infrastructure Sponsored…
Qualcomm dropped 7% and nobody missed earnings
June 2, 2026 Qualcomm Dropped 7% and Nobody Missed Earnings What the RTX Spark announcement actually means for QCOM investors…
Marc Lichtenfeld just exposed something
June 1, 2026 Marc Lichtenfeld Exposed Something Sponsored Dear Reader, Let me show you some napkin math that’ll make your…
Nvidia just made robots feel closer
June 1, 2026 Nvidia is trying to become the default robot platform June 1, 2026: big quarter, and a very…
Blue Owl sits in the middle of the $2T private credit surge
May 31, 2026 Private Credit Is Going Public Blue Owl is a loud signal inside a quiet corner of finance…
AI needs buildings, not just chips
May 30, 2026 AI needs buildings, not just chips Why Comfort Systems (FIX) keeps getting pulled along by data center…
SpaceX + Tesla: The Merge
May 29, 2026 SpaceX + Tesla: The Merger Nobody Can Quite Price Featured: SpaceX + Tesla: The Merger Nobody Can…
Broadcom reports June 3 and the AI numbers are already hard to ignore
May 28, 2026 Broadcom Reports June 3. The AI Numbers Already Say a Lot. Q2 guidance blew past consensus. A…
Redwire (RDW): When Space Gets Loud
May 27, 2026 Redwire (RDW): When Space Gets Loud Two days of gains, 99M shares, an ESA delivery — and…