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Copper is expensive again. For a reason.
Newsletters

Copper is expensive again. For a reason.

May 31, 2026 Copper and Uranium in 2026: Supply Still Feels Tight A quick update with the newest numbers and…

May 31, 2026
The quiet side of AI spending
Newsletters

The quiet side of AI spending

May 30, 2026 AI spending shows up in HVAC Comfort Systems (FIX) keeps riding data center work, and the Q1…

May 30, 2026
NOW is up 10%+ today
Newsletters

NOW is up 10%+ today

May 29, 2026 NOW Is Up 10% Today ServiceNow catches a bid as enterprise AI spending accelerates ServiceNow (NOW) advanced…

May 29, 2026
Dollar Tree beat by 21 cents and nobody was ready for it
Newsletters

Dollar Tree beat by 21 cents and nobody was ready for it

May 28, 2026 Dollar Tree beat by 21 cents and nobody was ready for it Q1 FY2026 — May 28,…

May 28, 2026
Zscaler beat the quarter and still lost 24%
Newsletters

Zscaler beat the quarter and still lost 24%

May 27, 2026 ZS Crashed on a Beat Record margins, clean numbers, and still down 24% Here’s where I’m at…

May 27, 2026
DRAM Just Became Wall Street’s Fastest-Growing ETF
Newsletters

DRAM Just Became Wall Street’s Fastest-Growing ETF

May 26, 2026 DRAM: Wall Street’s Fastest ETF Launch Ever The Fund That Broke Every Record Seven weeks. That’s all…

May 26, 2026
Record travel. Falling spend. 2 stocks worth watching.
Newsletters

Record travel. Falling spend. 2 stocks worth watching.

May 25, 2026 The Holiday Numbers Don’t Add Up NKE and CCL Are Priced Like They’re Losing Sponsored BREAKING: Elon’s…

May 25, 2026
NTNX dropped 17% the same night Dell hit a record. That gap has not closed.
Newsletters

NTNX dropped 17% the same night Dell hit a record. That gap has not closed.

May 23, 2026 Dell Won. Nutanix Did Not. Here Is Why That Gap Still Matters. Two earnings reports, one night,…

May 23, 2026
MU: The Samsung Deal
Newsletters

MU: The Samsung Deal

May 22, 2026 MU: The Samsung Deal IV rank at 100, a resolved catalyst, and Q3 guidance that doesn’t look…

May 22, 2026
Nvidia Is Cheap. Kind Of.
Newsletters

Nvidia Is Cheap. Kind Of.

May 21, 2026 Nvidia Is Cheap. Kind Of. The numbers beat. The stock dipped. Here’s the valuation case people are…

May 21, 2026

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