Applied Materials Had a Record Quarter. Its Stock Is 50% Off Its High.
Revenue up 53%, free cash flow of $2.6 billion in a quarter, and Q1 guidance above estimates. The gap between this business and its stock price is the opportunity.
Nu Holdings Earned $1.1 Billion Last Quarter. The Stock Still Trades at a Discount.
Record profit, a 19.3% efficiency ratio, and a new U.S. business make NU a standout in fintech right now.
Critical Warning: Radical shift set to hit the market – soon?
A note from our friends at Weiss Ratings(ad) Dear Reader, This is an urgent warning for All American investors ……
Modine Jumped 28%. Options Are Still the Smarter Bet.
Modine Manufacturing closed Thursday at $106.10 and finished Friday around $135, up nearly 28% on the session. The catalyst: Bloomberg…
Bitcoin Below $70,000 Confirms Crypto Is Now a Rates Trade
With the dollar at a 19-month high and the 10-year yield above 5.1%, the sell-off is coming from macro, not crypto.
The AI retirement mistake I don’t want you to make
A note from our friends at The Oxford Club(ad) Dear Reader, Mitt Romney reportedly turned roughly $450,000 in retirement savings…
Bitcoin Slips Below $70,000 as the Dollar and Rates Bite
With DXY near a 19-month high and the 10-year around 5.1%, crypto’s slide looks like a macro move.
SOFI Is Down 36% While the CEO Buys. The Gap Is the Trade.
SoFi Technologies has delivered one of the more unusual financial stories of 2026: record results, quarter after quarter, inside a…
Anthropic Is Worth $1.4 Trillion on Paper. The $895 Billion Bill Comes Later.
Revenue is surging. The compute commitments that enable it are the real variable traders need to price.
150 years ago, they built a secret Europe…
A note from our friends at The Agora Companies(ad) Back in the 1860s, settlers from France, Italy, and Germany built…