PayPal’s real debate after the beat
July 28, 2026 PayPal’s Beat Is Not the Point The real fight is synergy vs. a breakup story. Sponsored An…
CrowdStrike Is Down 13% From Its High. September 2 Is the Reset.
Revenue growing 26%, ARR at $5.51 billion, and the AI security cycle is just getting started.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
Is This the Best Kept Secret in the Market Right Now?
July 27, 2026 Is Wall Street Underpricing the Grid? Featured: Is Wall Street Underpricing the Grid? Sponsored First a note from…
Is This the Best Kept Secret in the Market Right Now?
July 27, 2026 Is Wall Street Underpricing the Grid? Featured: Is Wall Street Underpricing the Grid? Sponsored First a note from…
Two Industrials That Look Underestimated
July 27, 2026 Two Industrials That Look Underestimated The real debate is power and uptime, not GDP. Sponsored First a…
Snowflake Is Up 127% From Its 52-Week Low. August 26 Is the Next Test.
A $6B AWS deal, 34% product revenue growth, and a real AI inflection collide at Q2 FY2027 earnings.
Two Industrials That Look Underestimated
July 27, 2026 Two Industrials That Look Underestimated The real debate is power and uptime, not GDP. Sponsored First a…
WBD Is Trading ~20% Below the Offer Price. The Deal Just Got Delayed to 2027.
A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
1929… 1987… 2008… COVID…
July 26, 2026 Quantum Q2: Demand or just noise? Featured – Quantum Q2: Demand or just noise? Sponsored Below is an…