Volkswagen Stock Jumped 6% on Job Cuts. That Should Unsettle Every European Car Investor.
September 6, 2026 Volkswagen Stock Jumped 6% on Job Cuts. The cheer around Future Plan 2030 shows how low the…
Seagate Is Up 200% This Year. Q1 Guidance Says It’s Not Over.
Record free cash flow, four straight EPS beats, and AI storage demand collide with a stock about 21% below its 52-week high.
Why Isn’t This Better Known?
September 6, 2026 Bonus Content: Jane Street Pledged Its Crusoe Contract as Collateral Before It Was Public A note from…
Zcash Passed $1,000. The Short Sellers Paid for It.
A Grayscale spot ETF, forced liquidations, and a top-ten market cap while Bitcoin sits stuck near $79,900.
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.