Vistra Is Near a 52-Week Low. August 6 Could Change That.
A Meta nuclear PPA and record adjusted EBITDA are not in the price.
Business
America Is Eating Less. One Company Is Getting Richer.
The GLP-1 diet revolution is creating a protein boom nobody on Wall Street saw coming.
The $12.5 Trillion Demographic Wave Wall Street Keeps Misprice
America’s aging population isn’t just a healthcare story. It’s a home infrastructure story.
Eli Lilly Is Down From Its High. Its Business Has Never Been Stronger.
Q1 revenue grew 56% and Mounjaro just became the world’s best-selling drug.
IWM’s Best First Half Since 1991. Now Someone Bet $20M It Gets Messy.
The small-cap rotation trade is real. But the options market just flagged something worth watching.
T-Mobile vs. AT&T. Both Report July 22. One Is the Better Buy.
Same earnings window, same sector, very different bets.
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.
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.
Visa, Stripe, and 140 Others Just Declared War on Circle
The stablecoin market crossed $300 billion. The fight for who controls it just started.