Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
General
ManpowerGroup Is Up 33% Today. The Labor Market Just Sent a Signal.
A broad Q2 earnings beat is telling a story most investors missed.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI's heat problem is a $15 billion backlog. Q2 earnings are two weeks away.
The Pentagon Has a Hard Deadline. There Are Only Two Companies That Can Meet It.
A January 2027 ban on Chinese rare earth magnets just became the most overlooked supply shock in defense history.
Nvidia Is Down 15% From Its May High. The Valuation Just Hit a 3-Year Low.
With August earnings approaching and China export risk already priced in, NVDA may be the most misunderstood stock in the…
WD-40 Just Had Its Best Quarter in Years. The Stock Is Up 14% After Hours.
A 48% EPS beat and a new $100 million buyback just rewrote the investment case.
Apple Just Wrote a $30 Billion Check. The Stock That Cashes It Is Down 25%.
The largest U.S. manufacturing commitment in Apple history just confirmed Broadcom's revenue floor through 2031.
Delta Reports July 10. The Real Trade Is Already in the Numbers.
Cheap valuation, a fuel windfall, and peak premium travel season all converge at once.
Every Factory Being Built Right Now Needs to See
The reshoring wave just created a hidden toll booth nobody is watching.
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.