The SaaSpocalypse claimed its biggest victim. The math may not support the fear.
GE Vernova Has a $163 Billion Backlog. The Stock Is Still Below Its High.
The real AI power trade is hiding in plain sight.
GE Vernova Is Up 127% in a Year. The Story Is Just Getting Started.
A $163 billion backlog, a new Microsoft power deal, and Q1 orders that already blew past all of 2025 —…
CRM Is Down 30% and Still Buying Companies. The September 2 Earnings Date Is the Only Thing That Matters Now.
Salesforce has a $3.6B AI acquisition, a $25B buyback, a 205% Agentforce ARR surge, and a stock price sitting near…
SMR Is Up 19% in a Week. The Paragon Deal Is Not the Reason to Watch It.
NuScale just hit a new near-term high after the HIPS safety contract. The TVA program, the $1B liquidity runway, and…
The Drone Stock Built for the Way Wars Are Actually Being Fought
Kratos Defense is no longer a defense niche play. It may be the most direct bet on how modern warfare…
The Dollar Is Quietly Breaking a 20-Year Pattern. Most Portfolios Are Still Priced for 2022.
International stocks are outperforming. The currency tailwind behind it is structural, not seasonal.
Anthropic Just Filed for an IPO Worth Nearly $1 Trillion. Here Is What Investors Are Missing.
Revenue grew 4.7x in 12 months. The losses are enormous. The valuation math is complicated. And most investors can't buy…
Meta Is Trading Near $577. The Q2 Earnings Number in Late July Changes Everything.
META's $125B–$145B AI capex plan rattled the market. The revenue math and the ad flywheel say the selloff created a…
Water Is Running Out. The Stocks Are Quietly Building a Case.
A $1 trillion infrastructure gap, PFAS regulations, AI data center demand, and drought conditions converging. AWK, XYL, and VLTO are…