Nvidia Paid 86x Revenue for Hugging Face. The Price Is the Point.
Portfolio managers who own NVDA need to decide if Jensen Huang just secured a software moat or handed rivals their best antitrust argument yet.
This 30-Minute Window Reveals a Lot
September 3, 2026 Bonus Content: Lululemon Reports Tonight. A New CEO Arrives in Five Days. A note from our friends…
Which Asian Markets Are Actually Vulnerable Right Now
HSBC’s 1997 comparison is legitimate, but the fault lines have moved: Korea’s chip cycle and India’s oil bill are the real pressure points, not currency crises.
A Missile Restock Worth Years of Revenue Is Being Ignored
The Aug. 31 framework deals for PAC-3 MSE and THAAD parts are quietly assembling a defense revenue stack for years.
Masterclass invite: James Altucher on the Musk venture institutions are tracking
September 2, 2026 Bonus Content: NetApp Reports Tonight. Dell Already Told You What to Expect. A note from our friends…
Strategy Bought Bitcoin at $80,318. BTC Trades Below It.
September 1, 2026 Strategy’s resumed bitcoin buying above spot turns MSTR into a leveraged recovery bet, and defined-risk options may…
Lockheed Martin Got a 7-Year Missile Order. The Stock Barely Blinked.
When the Pentagon commits to tripling PAC-3 and quadrupling THAAD output against an active Gulf conflict, a flat share price is a question worth answering.
ADM Is Betting the Black Sea Stays Broken. Turkey Disagrees.
Wheat’s August surge has processors in a bind: damage is real, but a diplomatic deal could erase the premium overnight.
Discover the “29% Account” of the banking elites
September 1, 2026 Bonus Content: The Two-Day Trade Inside PANW’s Tuesday Close A note from our friends at The Oxford…
Ciena Is Down 22% and Reports in Four Days
August 31, 2026 Ciena beats estimates and gets punished. Four days before it reports again, the stock sits 22% below…