August 7, 2026 SPCX Lost Half Its Value. Retail Just Bought More. Institutions and retail saw the same SpaceX earnings,…
The AI Search Dividend Nobody Priced Into Shopify
AI traffic and orders tripled in Q2. The infrastructure underneath that number is what changes the long-term math.
It Beat Apple, Amazon & the S&P- COMBINED
August 7, 2026 Berkshire’s Housing Empire Is Now Real Featured: Berkshire’s Housing Empire Is Now Real Sponsored Editor’s note: CNBC nicknamed…
SpaceX Is Building a Wireless Carrier
The debut earnings call made the intent explicit: about 400 million US lines are now in the crosshairs.
Circle’s CEO Says Billions of Agents Are Coming. The Stock Has a Different Problem.
Q2 earnings landed this morning with an EPS beat and a revenue miss. The bigger question is whether USDC can…
Confused by Options? Start Here
August 6, 2026 GS Has Doubled Since April 2025. Now What? Featured: GS Has Doubled Since April 2025. Now What? Sponsored…
Starlink Is Funding a Black Hole
SpaceX's only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math…
Circle’s CEO Says Billions of Agents Are Coming.
August 5, 2026 Circle’s CEO Says Billions of Agents Are Coming. Q2 earnings landed this morning with an EPS beat…
Burry Banked the Win. Now Ask What He Left on the Table.
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51% on the downside.…
Nvidia Was $0.50 Before the iPhone. Here’s What That Pattern Looks Like Today.
August 5, 2026 SpaceX Is No Longer a Rocket Company. Featured: SpaceX Is No Longer a Rocket Company. Sponsored In May…