Workday Reports Thursday. Deal Still Not Done.
Two catalysts, one expiry: pair Thursday’s results with the Silver Lake skew.
A simpler approach to options trading
August 24, 2026 Gold Miners Are Making Cash. The Market Hasn’t Priced It. Featured: Gold Miners Are Making Cash. The Market…
PLTR Grew 93%. The Multiple Is Still the Fight.
Palantir’s blowout Q2 flipped the growth debate. The valuation debate is very much alive.
Trade this between 9:30 and 10:45 am EST
August 23, 2026 Crypto Equities Just Had Their Best Week in Years Featured: Crypto Equities Just Had Their Best Week in…
Broadcom’s $100B Moment Is 11 Weeks Away
The custom silicon king reports September 2. Two engines are running. One number decides everything.
Silver’s Six-Year Deficit Just Got Worse
The metal is trading near $69 and the supply math has not improved. Three producers just proved the cash flow case.
The Secret Motive Hiding Inside Trump’s $250 Bill?
August 22, 2026 S&P 500 Concentration Is the 2026 Risk Featured: S&P 500 Concentration Is the 2026 Risk Sponsored Dear Reader,…
Nvidia Is Circling the Inference Market Again
The Rebellions talks are about inference dominance, a narrowed regulatory corridor, and a Korean government that already said no to a clean exit.
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
Nvidia Is Now a Power Broker
August 21, 2026 Nvidia Is Now a Power Broker Three power-infrastructure bets in one month suggest a supply-chain strategy that…