Apple Cut iPhone 18 Pro Orders. Now Comes the Fight Over Who Eats the Loss.
The question inside technology funds this week is not whether Apple is selling fewer iPhone 18 Pros than expected. The…
Category: Newsletters
Putting your book behind a paywall
October 10, 2026 Bonus Content: Crown Castle Jumped 13% on a SpaceX Lease That Does Not Exist Yet A note…
This simple-proven strategy could be life-changing (free)
October 10, 2026 Bonus Content: The Veto Is Not a Strategy: Why $5 Trillion in AI Spending Needs More Than…
Nvidia’s 2027 Chip Math Just Changed
October 9, 2026 OpenAI’s annualized revenue run rate is closer to $50B, not ~$70B Every major chip order forecast for…
The Ultimate Passive Income Investment
October 9, 2026 Bonus Content: Broadcom Is Now Its Own Customer’s Banker. AVGO Fell 4% on That News. A note…
Are you running this before every trade?
A note from our friends at Profits Run(ad) Quick one. You can grab my Smart Trade Options Checklist free today…
Saudi Aramco Is Giving Its Oil Away to Pay for the Ships
The question circulating among energy portfolio managers this week is not whether oil is expensive. It is whether the right…
Your book is inside
October 8, 2026 Bonus Content: Blue Owl Investors Want 39% of an AI Loan Fund Back. The Fund Won’t Give…
What’s open for comment before October 26?
October 7, 2026 Bonus Content: Delivery Vans Are Becoming Power Plants. Wall Street Hasn’t Priced It. A note from our…
Google Just Told Wall Street What Nuclear Is Worth
The debate institutional investors have been running all year, whether merchant nuclear names belong in the AI infrastructure bucket or…