SMCI’s Margin Doubled. That’s the Number That Matters.
A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting the investment case.
The Greatest Wealth Transfer Since the Internet Boom Just Started
August 14, 2026 Is IBM Building the AI Delivery Layer? Featured: Is IBM Building the AI Delivery Layer? Sponsored Dear Reader,…
Palantir’s 1,540% vs 32,481% company no one’s talking about
August 14, 2026 The $9.8B Question Behind the WBD Arb Featured: The $9.8B Question Behind the WBD Arb Sponsored First a…
The Best Earnings Season Since 2008 Is Now the Problem
A record Q2 beat rate has raised the bar so high that even a strong H2 may disappoint.
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
The Cloud Just Got a Quantum Layer
August 13, 2026 The Cloud Just Got a Quantum Layer Sponsored First a note from Paradigm Press Below is an…
The Harness War Starts Today
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.
Nvidia Is Building a Trillion-Parameter Model. The Real Trade Is the Router.
Nemotron 3.5 Lightning and NeMo Switchyard shipped today. Nemotron 4 is next. The open-weight stack is becoming the API killer.
Trump Dollar Plan: Your Savings in the Crosshairs
August 12, 2026 Has Supermicro Become a Platform? Featured: Has Supermicro Become a Platform? Sponsored First a note from Priority Gold…
Is Nvidia Eating the AI Stack?
August 12, 2026 Is Nvidia Eating the AI Stack? The trillion-parameter Nemotron 4 report opens a debate every investment committee…