Nvidia, Warsh, and MRVL Converge
August 24, 2026 Three Catalysts. One 36-Hour Window. Nvidia reports Wednesday. Marvell follows Thursday. Warsh speaks Friday. Position before Tuesday’s…
Crypto, Chips, and Off-Price Retail
Three of this week’s biggest moves share one thread: the market is still deciding what each story is actually worth.
MRNA Doubled on Data Nobody Has Seen Yet
INTerpath-001 topline moved the stock 177% in one day. Hazard ratios, p-values, and survival curves were not released.
The Primary Market Machine Is Running at Full Speed
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in 2026.
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
The Houston Signing Is Just the Entry Fee
Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why the real bet starts tomorrow.
Airbnb Is a $4.5B Cash Machine. August 6 Is Underpriced.
There is a version of this story that is easy to dismiss. Airbnb. Travel marketplace. Hotel disruptor. Pandemic winner. You…
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s most powerful AI.