Friday's rotation into networking was the week's clearest signal. Here's how to play it without paying Lumentum's price.
Your First Trade Playbook is expiring
September 13, 2026 Bonus Content: When AI Writes the Exploit, Every Company Is a Target A note from our friends…
Eli Lilly Is Turning Its Obesity Billions Into a New Company
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise…
Google Is Already Getting Paid. NuScale Is Still Looking for a Customer.
September 12, 2026 Google’s 22-year Finnish nuclear deal shows who collects revenue in the AI power build-out The question worth…
Super Micro Has $60B in Orders. The Stock Trades Like It’s Forgotten.
Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order book that dwarfs…
Project mBridge Threatens US dollar Dominance
September 11, 2026 Bonus Content: Zscaler Secures 750B+ Daily Transactions. The Next Frontier Is AI Agents. A note from our…
Bath & Body Works Could Be Sold. Options Beat the Stock.
Barington's stake is too small to force a deal, but a long-dated call spread gives you upside if private equity…
The Pentagon’s $5 Billion Bet Shows AI’s Real Bottleneck
September 11, 2026 Washington is lending billions not for a new data center, but for the power gear and components…
This 30-Minute Window Changes Everything
September 10, 2026 Bonus Content: Nvidia Just Bought the Library Where AI Models Live A note from our friends at…
Copart Paid $1.9 Billion Because Insurance Volume Told It To
Its biggest acquisition ever makes sense once you see the volume problem hiding inside a quarterly beat.