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The Security Supercycle Has a Discount Aisle
Newsletters

The Security Supercycle Has a Discount Aisle

May 26, 2026 The Security Supercycle Has a Discount Aisle Record backlogs. A $1.5 trillion budget request. And the cheapest…

May 26, 2026
OXY just beat by 79% and almost nobody noticed
Newsletters

OXY just beat by 79% and almost nobody noticed

May 26, 2026 OXY Just Beat by 79% and Almost Nobody Noticed One energy stock is quietly doing things the…

May 26, 2026
Everyone’s Watching JPM and UBER
Newsletters

Everyone’s Watching JPM and UBER

May 25, 2026 Everyone’s Watching JPM and UBER Two very different stocks. Both worth understanding right now. Here’s what caught…

May 25, 2026
Why Palantir keeps showing up in retail searches
Newsletters

Why Palantir keeps showing up in retail searches

May 25, 2026 Palantir keeps popping up Not just hype – the pipeline is getting real Palantir (PLTR) is one…

May 25, 2026
UNH is up 37% in a month. Goldman is now a buyer. So what’s the catch?
Newsletters

UNH is up 37% in a month. Goldman is now a buyer. So what’s the catch?

May 24, 2026 UNH Is Up 37% in a Month. Now What? Goldman is in. Berkshire is out. The DOJ…

May 24, 2026May 24, 2026
Fluence: The $5.6B Backlog Question
Newsletters

Fluence: The $5.6B Backlog Question

May 23, 2026 Fluence: The $5.6B Backlog Question May 6 Q2 FY26: $464.9M revenue, 11.1% adjusted gross margin, and two…

May 23, 2026May 23, 2026
Intuit Just Had Its Worst Day in Years
Newsletters

Intuit Just Had Its Worst Day in Years

May 22, 2026 Intuit Just Had Its Worst Day in Years What the 40% drawdown is actually telling you —…

May 22, 2026May 22, 2026
Nobody Expected This Valuation Case
Newsletters

Nobody Expected This Valuation Case

May 21, 2026 Nobody Expected This Valuation Case $81.6B in revenue. A guide nobody saw coming. And a forward multiple…

May 21, 2026May 21, 2026
META Is Cutting 8,000 Jobs Today. Here Are the Levels Traders Are Watching.
Newsletters

META Is Cutting 8,000 Jobs Today. Here Are the Levels Traders Are Watching.

May 20, 2026 Meta cut 8,000 jobs this morning The stock is 24% off its high. IV is compressed. July…

May 20, 2026May 20, 2026
ServiceNow was up 5.9% this morning
Newsletters

ServiceNow was up 5.9% this morning

May 19, 2026 ServiceNow was up 5.9% this morning BofA Buy, $3.77B in Q1 revenue, and a stock that was…

May 19, 2026

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