Deep Dive
SpaceX IPO Next Month: Which "Proxy" Stocks Are Actually Worth Buying?
SpaceX filed its S-1 targeting a $1.75–2T valuation, igniting a frenzy in related stocks. But most plays buy hype, not equity — here's how to cut through the noise.
Deep Dive
Deep Dive
Reddit Surges 10%: As AI Learns to Talk, Who Owns the Original Voice?
Reddit spiked nearly 10% intraday on May 28 — but the real story isn't the bounce. It's why every LLM upgrade makes Reddit's raw human data more irreplaceable, not less.
Deep Dive
Micron's Wild Ride: HBM Is Sold Out — But How Long Can the Boom Last?
Micron's stock is up 189% YTD with gross margins surging toward 81% — but with UBS targeting $1,625 and Citi at $840, Wall Street can't agree on how long the good times roll. The real story isn't beating SK Hynix; it's riding an 18–24 month DRAM supply vacuum.
Googl
Decoding Google: AI Overviews Is Saving Search, $462B Cloud Backlog, and the $40B Anthropic Bet
The bear case on Google is breaking down. Search accelerated +19%, Cloud exploded +63% to $20B, and a $460B+ backlog signals escape velocity — but $180B+ in capex and undisclosed AI Search unit economics keep the story unresolved.
Tsla
Revaluing Tesla: Robotaxi, Optimus, and FSD Chart Three Paths — But Execution Still Lags the Hype
Tesla's valuation has shifted from "automaker" to "Musk's AI-physical platform," with Robotaxi, FSD, and Optimus anchoring the new narrative. Q1 2026 beat consensus on revenue ($22.39B) and EPS, yet a 50K-unit production-delivery gap and just ~25 unsupervised Robotaxis expose how far…
Msft
Microsoft Shifts Gears: Azure +40% for Fifth Straight Quarter, $190B Capex, and the OpenAI Restructuring That's Repricing the Stock
Microsoft's Q3 FY26 beat on every metric—but the market sold it off 4–5%. The debate has moved from growth to the capital cost of that growth.
Nvda
Nvidia Deep Dive: Blackwell Peak Pricing, Rubin on Deck, and the ASIC Siege — What Changes Before the May 20 Earnings
Nvidia's Q1 FY27 earnings on May 20 aren't just a beat-or-miss on the $78B guide — they mark the first time markets must reprice Rubin while Blackwell enters peak valuation territory. Four converging pressures: custom ASIC penetration, China delivery limbo, customer concentration risk,…