SpaceX Is No Longer a Rocket Company
August 5, 2026 SpaceX Is No Longer a Rocket Company Its first earnings report confirmed it. Now the lockup begins.…
Category: Newsletters
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…
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.…