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…
Category: Newsletters
Record Gas, Record Margins
August 13, 2026 Record Gas. Record Margins. One Trade. The national average has never been above $4 this late in…
SMCI’s $72B Guide Is Real. So Is the Cash Burn.
August 12, 2026 SMCI Guided to $72B. The Cash Hole Is Real. Supermicro crushed every estimate Tuesday night. The working…
SMCI Reports Tonight. Read This First.
August 11, 2026 SMCI’s Margin Flip Is Real. Cash Is the Trap. Tonight’s call either confirms a structural shift or…
FOMO Is Driving This Rally
August 10, 2026 When the VIX Rises With Stocks, Listen Record call volume confirmed what the scoreboard couldn’t: this move…
Nvidia’s $3B Grid Gamble
August 9, 2026 Nvidia Paid $3B for a Closed Door The ERCOT legacy interconnection path ended July 10. Lancium was…
Anthropic Wants Its Own Silicon
August 8, 2026 The Chip Anthropic Doesn’t Have Yet Samsung 2nm talks, a $10B Broadcom order already on the books,…
Uber 4x’d AI use and cut costs
August 8, 2026 Uber Cracked the AI Cost Problem. Now Comes the Hard Part. It burned its entire 2026 AI…
TTD’s Guide Is the Real Signal
August 7, 2026 TTD’s Guidance Shock and the Wealth Question When management points to demand but guides to contraction, execution…
Does the AI Rally Have Legs?
August 6, 2026 Does the AI Rally Have Legs? Four of five gauges say yes. One says be careful what…