OPI: New Equity, Old Problems?
July 21, 2026 OPI: The Post-Chapter 11 Reality Check Debt relief helps. Cash flow decides. Sponsored Heads up – I…
Category: Newsletters
ServiceNow reports Tuesday. Here’s what matters.
July 20, 2026 ServiceNow Reports Tuesday. The Stock Tells One Story. The business tells a very different one. Sponsored First…
Vertex Just Spent $10 Billion to Stop Being a One-Disease Company
July 17, 2026 Vertex Just Spent $10 Billion to Stop Being a One-Disease Company The Crinetics deal is expected to…
Why VLO calls skipped earnings week
July 16, 2026 VLO Options Are Buying Time Big August call volume points past earnings, not at it. Sponsored First…
NFLX options are paying for a gap
July 15, 2026 NFLX Options Are Paying For A Gap Earnings week pricing implies about an 8% move into July…
A 47,000% Call Volume Surge in One Name
July 14, 2026 A 3-Day Options Signal in FA One strike, zero prior open interest, and a rush into calls.…
NFLX Reports Soon Here Is What to Watch.
July 13, 2026 NFLX Reports July 16 Ad revenue is doubling. The stock is near its lows. Something does not…
Trump Says It’s Over. Oil Jumps 6%.
July 8, 2026 One Sentence. Two Markets. Oil surged 6% while airline stocks bled. The same words caused both. Sponsored…
Why sitting out costs more than you think
July 7, 2026 Staying In Wins The cost of stepping out is steeper than most investors realize. Sponsored First a…
The hidden toll booth in AI chips
July 6, 2026 The Hidden Toll Booth in AI Chips The money is upstream, where purity and materials decide yield.…