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…
Category: Newsletters
TSM beat estimates again. The stock didn’t care.
May 15, 2026 TSMC Beat on Everything. The Stock Still Dropped. Eight straight quarterly beats. Q2 guided at $39–$40B. Here’s…
AMD just crossed $726B. The options market is still not relaxed.
May 14, 2026 AMD Is at $726B and the Options Market Isn’t Calm 109% YTD, a $700M guidance beat, and…
The Fed Has a New Chair. The Problems Are the Same.
May 13, 2026 The Fed Has a New Chair. The Problems Are the Same. Warsh confirmed 51-45. Powell stays on…
On Holding just raised guidance. Nike just cut 1,400 jobs. The gap is widening.
May 12, 2026 On Holding Is Running Away From the Field ONON Q1 2026 — May 12, 2026 Here’s where…
AMD just posted the quarter everyone said wasn’t possible
May 11, 2026 AMD Just Posted the Quarter Everyone Said Wasn’t Possible Data center up 57%. Free cash flow tripled.…
AMD just posted the quarter everyone said wasn’t possible
May 11, 2026 AMD Just Posted the Quarter Everyone Said Wasn’t Possible Data center up 57%. Free cash flow tripled.…
DoorDash (DASH): The Real Driver Behind Today’s Move
May 7, 2026 DoorDash (DASH): The Real Driver Behind Today’s Move Q1 2026 results put growth back in the spotlight…
Nvidia is 9% off its high with earnings in 14 days
May 6, 2026 Nvidia is coiling. May 20 forces the move. 9% off its ATH, earnings in 14 days, and…
SHOP down on a beat. Here’s the trade.
May 5, 2026 SHOP: Beat Quarter, Sold-Off Stock — Trading the Gap Q1 2026 earnings breakdown, tape analysis, key levels,…