META Reports July 29. The Stock Is Down About 29% and Is Plotting a Cloud Business Nobody Expected.
A $125B-$145B capex bet is either the worst trade in tech or the birth of the next AWS.
Uranium’s Supply Cliff Is Arriving on Schedule. Investors Are Still Looking the Wrong Way.
The world’s largest uranium producer just cut output. The demand side has never been stronger.
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.
The $700 Billion Question Nobody Can Answer
Big Tech is spending more than ever on AI. The cash is almost gone.
The Yen Just Hit a 40-Year Low. The Unwind Hasn’t Started.
The BOJ is at 1% and signaling more. The carry trade is bigger than ever.
Micron Just Printed the Most Explosive Quarter in Semiconductor History
The Q4 guide of $50B changes everything the market thought it knew about memory cycles.
Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different.
Custom chip revenue just grew 143% year over year. The selloff may be the opportunity.
The Jobs Number Nobody Wants to Read Tomorrow
ADP missed. Vanguard’s data is worse. The Fed has nowhere to go.
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.
MELI Is Down 36%. The Business Just Posted 49% Revenue Growth.
The market is punishing MercadoLibre for investing. That gap is worth understanding.