WDAY Surged 21%. Now What?
August 14, 2026 Silver Lake Is Betting Software Went Too Cheap The reported pursuit of Workday is one firm’s answer…
Category: Newsletters
TeraFab Wants 400 EUV Machines. ASML Ships 48.
August 13, 2026 TeraFab Wants 400 EUV Machines. ASML Ships 48. Sponsored First a note from The Oxford Club Dear…
The $78-Per-Share Markup Nobody Disclosed
August 12, 2026 The $78-Per-Share Markup Nobody Disclosed The Adit Ventures fraud exposes a structural problem that did not end…
Riot’s $9.8B Infrastructure Bet
August 11, 2026 Riot Platforms Just Became a Landlord A $9.1B Anthropic lease and a 1GW LOI signal a structural…
META’s Free AI Just Got Dangerous
August 10, 2026 Meta’s Muse Glimmer: Edge AI Meets Geopolitics A 30B open-weight model drops alongside a formal policy argument.…
TOST: Down 47%. Google Just Changed It.
August 9, 2026 TOST Is 47% Off Its High. The Business Isn’t. Record locations, raised guidance, and a Google AI…
Regional Banks Are Winning the AI Trade
August 8, 2026 KRE Near All-Time Highs. The AI Supply Chain Is Why. The hyperscaler capex wave is now showing…
Is Cloudflare worth $330?
August 7, 2026 Cloudflare at $330: Expensive or Inevitable? Machines now generate more than half of all traffic on Cloudflare’s…
SHOP’s Q2 Beat Is the Wrong Story
August 6, 2026 Shopify Built the Road. Q2 was a 34% revenue beat. The AI traffic data is real. The…
Burry Cashed Out. What’s Left?
August 5, 2026 Burry Took the Money. Now Read the Short Book. His Microsoft and Oracle exits look clean. What…