Caterpillar Has a $63 Billion Backlog. Michael Burry Just Shorted It.
A record backlog and a 22% revenue beat versus a valuation trading at 53 times earnings.
Broadcom Beat by $16 Billion and the Market Sold It
A $73 billion backlog and 143% AI revenue growth — yet AVGO is down 15% from its all-time high.
Palantir Is Down ~38% From Its High. The Business Has Never Grown Faster.
Revenue up 85% year-over-year. Michael Burry’s short (via disclosed puts) is still the tension.
MercadoLibre Is Down 16% in 2026. Its Revenue Grew 49%.
The gap between the stock price and the business has rarely been this wide.
Micron Just Had the Best Quarter in Its History. The Stock Is Down.
Record earnings, sold-out supply, and a $25 billion capex ramp — yet the market is selling the news.
Palantir Is Down 23% in 2026. The August 10 Number Changes Everything.
Record revenue, a fresh analyst upgrade, and a Q2 earnings date that now defines the trade.
TTD Is Down ~86% From Its Peak. The Business Is Still Growing.
The Trade Desk's stock has been crushed, but revenue, cash, and retention tell a different story than the price chart.
Bending Spoons Is Now Public. The Story Has 1,000 Chapters Left.
An Italian software roll-up just had one of the year's best IPO debuts.
Trade this between 9:30 and 10:45 am EST
July 2, 2026 Vertiv Is Up 73% in 2026. Now Comes the Hard Part. Q2...
Palantir Is Down 35% This Year. The Business Has Never Been Stronger.
Record revenue, 85% growth, and a raised outlook — yet the stock keeps sliding.