SpaceX + Tesla: The Merge
May 29, 2026 SpaceX + Tesla: The Merger Nobody Can Quite Price Featured: SpaceX + Tesla: The Merger Nobody Can…
Category: Newsletters
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…
The defense trade everyone understands but not everyone owns
May 26, 2026 The Defense Trade Everyone Understands But Not Everyone Owns The numbers are not subtle. Backlogs are at…
The government is now a Rigetti shareholder
May 25, 2026 RGTI: When Washington Stops Watching and Starts Buying The CHIPS Act deal that just made the U.S.…
AEM posted numbers most investors ignored
May 24, 2026 Agnico Eagle Mines (AEM): The Miner Behind the Metal Gold gets the attention. This company is getting…
The quiet AI winner no one brags about
May 23, 2026 Arista is the quiet AI winner When clusters grow, networking becomes the constraint Arista Networks: the unglamorous…
Dell Technologies (DELL) +4.1%
May 22, 2026 Dell Technologies (DELL) +4.1% The infrastructure play nobody’s talking about loudly enough Sponsored First a note from…
Your Gold Earns Nothing
May 22, 2026 Your Gold Earns Nothing Featured: Walmart Beat on Revenue. Then the Stock Dropped 8%. Sponsored Dear Reader,…
Walmart’s quarter was fine. That’s the problem.
May 21, 2026 Walmart’s Quarter Was Fine. That’s the Problem. A $3B revenue beat, a guidance miss, and a consumer…