November 4, 2026 Bonus Content: Super Micro Beat by 47%. The Stock Moved Only 8%. A note...
Margins rebounded and guidance rose again, while SMCI trades at a fraction of NVDA’s multiple.
November 4, 2026 Centene up 10%, HCA up nearly 9%. The sector priced in a blue wave....
November 4, 2026 Bonus Content: Figma Reports Tonight With Its Stock Down 80% From Its IPO Peak...
Democrats won Congress Tuesday, but Trump's veto pen means hospitals and managed-care names may have already priced...
November 3, 2026 Bonus Content: ASML’s 2030 Revenue Floor Just Moved. Old Guidance Is Obsolete. A note...
With about $30.4 billion of pro forma debt and a split due in early 2027, the question...
Markets don’t need perfection. They only need an absence of doubt. Palantir delivered perfection Monday night and...
November 3, 2026 Bonus Content: Marathon Petroleum Reports Q3 as Margins Shift Fast A note from our...
November 3, 2026 Bonus Content: Duolingo Reports Tonight With EPS Seen Down 42% A note from our...