Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
AMC Just Had Its Best Quarter in 106 Years. The Stock Is Still a Contradiction.
Record revenue, a surprise profit, and a debt load that changes everything.
Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
Vertex Just Spent $10 Billion. August 3 Is When It Has to Justify It.
A $10B Crinetics deal, a fifth commercial pillar, and Q2 earnings that will define the acquisition thesis.
Ciena Is Down About 34% From Its High. The AI Networking Cycle Is Just Getting Started.
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and strong EBITDA are not yet in the price.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
Shopify Is Down ~30% and Growing 34%
August 5 is when the market gets a second chance to read this correctly.
ManpowerGroup Is Up 33% Today. The Labor Market Just Sent a Signal.
A broad Q2 earnings beat is telling a story most investors missed.