The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has...
SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high....
Washington’s critical minerals push is real. The processing gap it ignores is the investment question institutions are...
Q2 revenue beat by $130M. The AI traffic data is real. But the infrastructure play underneath it...
AI bond supply is testing demand. Early September is the real stress point.
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51%...
A $3.5 trillion Nasdaq 100 rebound in four days needed proof. Palantir’s Q2 results helped make the...
Ullal's promise to add one or two new 10%-plus revenue customers before year-end changes the concentration calculus...
Revenue beat, free cash flow missed. Three catalysts now decide everything.
Trump paused Iran strikes. Oil fell. September policy is still the risk.