Dell Just Jumped 8% on a Presidential Shoutout. The Real Trade Is Underneath It.
Trump’s endorsement moved $15 billion in market value. The AI server backlog might move even more.
Every Factory Being Built Right Now Needs to See
The reshoring wave just created a hidden toll booth nobody is watching.
CEG Is Down 40% From Its High. It Reports July 30.
The largest nuclear operator in the US just signed Walmart. The stock is near a 52-week low.
SpaceX Joins the Nasdaq-100 in Two Days. The Forced Buying Is Already Priced In.
What happens to SPCX after the mechanical flow ends is the only question that matters now.
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.
Copper Just Got Its Most Consequential Policy Decision in Decades
The June 30 Commerce report lands as phased tariffs, supply deficits, and AI demand collide.
Alphabet Just Lost Everything in Europe. The Real Risk Isn’t the Fine.
A permanent $4.7 billion penalty is the smallest part of what just changed for Google.
Visa, Stripe, and 140 Others Just Declared War on Circle
The stablecoin market crossed $300 billion. The fight for who controls it just started.
The $700 Billion Question Nobody Can Answer
Big Tech is spending more than ever on AI. The cash is almost gone.
Chips Are Down 15% in Two Days. The Thesis Isn’t Broken.
An 87% quarterly gain in semis was always going to end like this.