“Prepare for AI Meltdown”
November 5, 2026 Bonus Content: Cigna Just Beat Estimates. Now It Has to Prove CVS Was the Exception. A note…
AppLovin Beat Estimates and Surged 18% After Hours. The Real Question Is What Comes Next.
Record Q3 margins and a Q4 guidance beat make APP compelling, but a Delaware-to-Nevada reincorporation adds a governance wrinkle worth pricing in.
Oracle and Nebius Just Priced In a Texas Moratorium. The Real Question Is Whether It Sticks.
Hinojosa’s win lands on top of an ERCOT interconnection freeze already running, and December 10 is the date every investment committee should have circled.
Coinbase and Circle Are Down Big. How Much Is Warren’s Fault?
November 4, 2026 With Democrats confirmed to control the Senate, the debate is what part of COIN and CRCL ever…
What happens on November 11?
November 4, 2026 Bonus Content: Healthcare Stocks Are Up About 20%. The ACA Vote Is in the Price. A note…
the mosquito still bites
November 4, 2026 Bonus Content: Boeing’s Wing Problem Is Bigger Than the Headline Miss A note from our friends at…
Democrats Flipped Both Chambers. Here Is Where Money Goes.
A one-month-low dollar and a 2.4% Nasdaq-100 futures swing diverge. Only one should drive your positioning.
HubSpot’s New Pricing Bill Is Coming Due
The October model overhaul looks clean on paper. The SMB churn signal buried in Q2 data tells a harder story ahead of tomorrow’s earnings.
Oracle Shifted the AI Bill to Shareholders
The question institutional investors have been circling all year crystallized on Monday in a single filing. Oracle priced a roughly…
Exposed: The Millionaire Lifestyle You Could Have (Without Millions)
A note from our friends at The Agora Companies(ad) Exposed: The Millionaire Lifestyle You Could Have (Without Millions) A luxury…