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,…
Category: 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…
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…
OKLO: The Trade Nobody Can Agree On
May 20, 2026 OKLO: The Trade Nobody Can Agree On Meta signed a deal. Bears added short. The NRC moved…
Ford built a battery company. Someone just agreed to buy all of it.
May 19, 2026 Ford (NYSE: F) — Someone Just Bought the Whole Factory Ford Energy, EDF Power Solutions, and what…
HD reports Tuesday morning. Here’s what to watch.
May 18, 2026 Home Depot Reports Tuesday What the numbers need to show — and what the market is pricing…