Huang on Air Force One
May 13, 2026 Huang on Air Force One What the Beijing meetings could change for chips, tariffs, and leverage. Today…
Category: Newsletters
Huang on Air Force One
May 13, 2026 Huang on Air Force One What the Beijing meetings could change for chips, tariffs, and leverage. Today…
Hims & Hers just had a rough quarter — here’s what actually happened
May 12, 2026 Top Loser: HIMS A surprise quarterly loss and a pivot that’s costing real money Let’s start with…
Circle Reported This Morning. A Lot Happened.
May 11, 2026 Circle Reported This Morning. A Lot Happened. CRCL, COIN, HOOD, PYPL and what the CLARITY Act actually…
Micron Just Had Its Best Week Since 2008
May 9, 2026 Micron Just Had Its Best Week Since 2008 Sponsored First a note from Profits Run If you…
McDonald’s beat Q1. The market is still uneasy.
May 7, 2026 McDonald’s beat Q1. The market is still uneasy. A strong quarter built on value, bigger checks, and…
The boring infrastructure stock up 28% in revenue last year
May 6, 2026 VRT: The Infrastructure Stock Doing the Work While Nobody’s Watching 28% revenue growth. $15B backlog. EPS guided…
CVS Health: One Number Will Define Wednesday’s Move
May 5, 2026 CVS Health: One Number Will Define Wednesday’s Move Q1 2026 earnings hit pre-market May 6. The Aetna…
The robots aren’t coming. They’re already here.
May 4, 2026 Robots Are Shipping. Now What? The headline names are priced for perfection. Here’s where the value might…
NVDA: The Options Market Feels a Little Too Comfortable.
May 1, 2026 NVDA: The Options Market Feels a Little Too Comfortable. Nvidia reports May 20 after the close. The…