Homebuilders Are Cheap. That Doesn’t Mean They’re a Buy.
September 5, 2026 Three data points landed this week that define housing’s key debate: is the sector bottoming, or starting…
Homebuilders Are Cheap. That Doesn’t Mean They’re a Buy.
Three data points landed this week that define housing’s key debate: is the sector bottoming, or starting a harder leg down?
410 new millionaires a day?
September 4, 2026 Bonus Content: Bitcoin Touched $82,000. Then Payrolls Hit. A note from our friends at The Oxford Club(ad)…
Flex Just Turned Itself Into an AI Power Company
A $4.4 billion bet on EPC Power redefines what Flex can own in AI power.
Nvidia Paid 86x Revenue for Hugging Face
September 4, 2026 Portfolio managers who own NVDA need to decide if Jensen Huang just secured a software moat The…
Apple Has a New CEO and Five Days to Prove It
John Ternus takes the stage September 9 with a foldable iPhone, an AI deficit, and no room for a quiet start.
Rule Out Every Source but One
September 4, 2026 Bonus Content: Broadcom’s $16.7 Billion AI Quarter Wasn’t Enough. Ask Why. A note from our friends at…
Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years Away.
FRVO’s record geothermal contract is real, but the gap between a headline and a paycheck matters for how much you own.
Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
September 3, 2026 Microsoft Broke a 10-Year Habit on Azure At $29.4bn a quarter, Azure is bigger than many modeled,…
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.