Deep Dive
One month after SpaceX IPO, its stock holds steady around $150, while Tesla stabilizes on delivery recovery and merger narrative, but a 371x P/E bets everything on July 22 earnings.
Deep Dive
With $638 billion in AI orders but the stock cut in half: Cramer says cheap, market says expensive, Oracle's debt vs. growth tug-of-war.
Deep Dive
Alphabet's stock has more than doubled and landed in the Dow — but free cash flow was cut in half and the valuation sits just 3.5% below the dot-com bubble peak. So what exactly are you buying now?
Deep Dive
Meta's plan to sell 'excess AI compute' sent the stock up ~10% on July 1 while Micron fell ~10% and CoreWeave dropped ~12%. Zuckerberg says buyers are still paying above procurement cost — this is not the capex inflection point, but it is a dress rehearsal.
Deep Dive
Everyone talks about AI stocks, but the real money flows through a handful of tollbooth monopolies — from EDA software to lithography machines to GPUs. We map every layer of the US semiconductor supply chain and name the hidden winners.
Deep Dive
Tesla posted its first-ever annual revenue decline in 2025, yet its stock hovers near $400 with a 300x P/E. We break down what the market is actually pricing in.
Deep Dive
PLTR has shed ~45% from its peak while revenue growth accelerated from 48% to 85%. This selloff killed the multiple, not the business — and the data shows why this may be the best entry point in two years.
Deep Dive
Bears spent a week spinning ghost stories about AI memory demand collapsing — then Micron dropped a $41.5B quarter that beat estimates by 22% and made the skeptics go quiet. One earnings report, one verdict.
Deep Dive
TSMC's Q1 FY2026 revenue surged 40.6% YoY with a 66.2% gross margin and net income up 58.3% — the eighth consecutive quarter of double-digit profit growth. The market isn't valuing a foundry; it's pricing the essential manufacturing backbone of the entire AI era.
Deep Dive
Jensen Huang called Marvell "the next trillion-dollar company" at Computex, triggering its biggest-ever single-day surge. Now the question is whether the fundamentals can actually back the valuation.
Deep Dive
Berkshire has been stealthily accumulating Alphabet since Q3 2025, making it the firm's 5th-largest holding. On June 1, it added another $10B in a private placement — the same night Alphabet launched an $80B equity offering and raised its 2026 capex guidance to $180–190B.
Deep Dive
Broadcom drops Q2 earnings after the bell on June 3. We run the math on the $73B backlog, the 2027 $100B AI roadmap, and TSMC's capacity ceiling — because tonight the supply-side commentary matters more than the headline number.