August 25, 2026 Pareto’s upgrade to Buy and a $70 target from BTIG Golar LNG collected two more bullish data…
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
Nvidia Gained 156,000%…
August 24, 2026 When the Moat Pays the Workers Deere’s rejected contract extension is a reminder that enduring competitive advantages…
The Real Recall Story Is One Tier Up
21 million camera recalls point to suppliers, not OEMs
Gilead’s One-Molecule Bet
August 24, 2026 Thursday’s FDA decision on bictegravir plus lenacapavir will test how much of Gilead’s future depends on a…
IREN’s $9.7 Billion Proof of Concept
Microsoft accepted the first data center on Aug. 13. Now IREN has to show the revenue follows.
Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
Cheaper AI Tokens Are Nvidia’s Best Growth Catalyst
The Jevons Paradox is alive in the GPU market. Falling token prices expand the addressable universe of AI workloads, and…
The $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
Nvidia Is Circling the Inference Market Again
The Rebellions talks are about inference dominance, a narrowed regulatory corridor, and a Korean government that already said no to…