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SEPT 25th – Become 1 of 1,806,000 New “Musk Millionaires” [How To Guide]
September 21, 2026 Bonus Content: Big Pharma’s Pipeline Is Now Made in China. Does Wall Street Know? A note from…
Author: Wall St Mavens
The Merz Trade Is Cracking. Bunds Have Not Noticed Yet.
Equity managers bought Germany on defence spending and reform. Sunday’s state results put the man behind both promises in doubt.
Nvidia Says It Will Sell Twice the Chips. Now Prove It.
Huang’s unit-volume call is the most testable claim in the AI pacing debate. Three physical constraints will decide whether it holds.
Simple 1-hour trading strategy revealed
September 20, 2026 Bonus Content: Nscale’s $103 Billion in Contracts Has a $1 Billion Problem A note from our friends…
Nvidia Says It Will Sell Twice the Chips. Now Prove It.
Jensen Huang did not hedge. Speaking to reporters on the sidelines of an AI summit convened by King Charles III…
Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms now believe.
The Marvel Playbook Created 350B+ in Franchise Value
A note from our friends at Skybound_DM(ad) Marvel was valued at $54 billion. Star Wars at $181 billion. And Pokemon…
ExxonMobil’s Pioneer Synergies Doubled. Q3 Earnings Are Oct. 30.
Permian production topped 1.8 million boe/d in Q2 2026 and Pioneer synergies are about $4B a year, double the original estimate. With Brent near $90, the setup looks supportive.
Tankers Hit $1 Million a Day. Now What?
September 19, 2026 Up 120% in 2026, crude carriers are priced for a closed Hormuz. The bet is whether that…
Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for error.