AMD Is Up 150% This Year. The GPU Story Was Just the Warmup.
Agentic AI is triggering a CPU supercycle — and AMD’s EPYC processors are selling out before they ship.
Category: Business
The Oil Trade Nobody Wanted — Until Now
Occidental Petroleum is up 38% in 2026. The setup behind it may have more room to run than the headlines suggest.
The Power Stock AI Can’t Live Without
Vistra Energy is quietly cornering the market on something every data center desperately needs.
Gold Miners Are Printing Cash at $4,700 Gold. The Stocks Are Barely Keeping Up.
Newmont just posted $3.1 billion in free cash flow in a single quarter. The market hasn’t fully noticed.
Cybersecurity Stocks Are Quietly Printing New Highs – The Threat Cycle Has Never Been More Investable
Enterprise security spending is accelerating past analyst estimates, and the options market is starting to notice
Micron’s Memory Is No Longer a Commodity. The Market Is Starting to Figure That Out.
MU just reported $23.86B in quarterly revenue — up nearly 3x year-over-year. Here’s why the real story is still being underpriced.
LLY and the GLP-1 Franchise: What the Options Market Knows That the Headlines Don’t
Eli Lilly’s Q1 blowout reset the ceiling — and the options flow is telling a very specific story
Broadcom (AVGO): The Quiet Engine Behind the AI Infrastructure Supercycle
Custom silicon, record revenue, and a $100B runway — this is not your average chip story.