Samsung's record quarter is a warning, not a buy

Its best earnings ever, and the stock still fell 7%. Here's the lesson.

Is $19B enough to justify TeraWulf's debt?

The Anthropic deal is huge. The margins are the open question.

Tesla's first rebound in two years

It cleared estimates by ~74,000 deliveries. Here's what flipped.

Meta just turned on its own suppliers

It's CoreWeave's biggest customer. Now it's the competition.

Is $40K the bottom for Bitcoin?

Strategy's forced selling could be the capitulation that finally sets the floor.

Bitdeer's Norway deal isn't a done deal

The colocation lease isn't effective yet and the counterparty could still walk away

Everyone called AI a bubble. Then Micron reported.

16 take-or-pay deals aimed at ending memory's brutal cycle.

Oil crashed 40%. BofA wants to hike anyway

Three quarter-point hikes, one of the most hawkish calls on the Street right now.

Korea's crash is your buying list

KOSPI hit a circuit breaker. Our cash position was built for exactly this.

$165B leaves stocks before June 30

The biggest quarter-end move in 4 years, and solar stock we aren't touching

Rate cuts may be off the table

Unless Truflation is right and the Fed's own data is wrong.

Is the market wrong about Kevin Warsh?

They've priced him as a dove. His record says otherwise.

Is physical AI the next leg of this trade?

We added our first name today. A chip designer hiding in plain sight.

70% of UK adults, one pill, and Hims is ready

Gift: 1 referral unlocks our complete Vertiv (VRT) deep dive — thesis, catalysts, price target.

Gold's dip a buying opportunity?

Central banks are still buying. Here's the support level we expect to hold.

4.2% inflation, 3.4% wages. You're losing the race

The only real way to win it isn't a raise. It's this.

Why we're not buying this recovery

SpaceX, OpenAI, Anthropic all going public, and that's exactly the problem.

S&P -2.6%, Nasdaq -4.5%: what we did Friday

We'd been trimming risk and building cash. Here's what we're watching next.

Elite Session Tomorrow: Portfolio Construction and Risk Management

Jobs Market Defies Expectations Again

Plus: Defense Stocks Through an Islamic Lens

Bitcoin's Hidden Threat: The Strategy Trap

Plus: US job cuts are rising at an alarming pace

Who wins when Google raises $80B?

The supply chain winners are already known. Are you in them?

Anthropic filed for IPO. Top signal or not?

Plus: a live session this Sunday, 9 AM.

The ETF everyone's piling into is a 2021 rerun

Plus: why we rejected a clean-energy leader, and gold's quiet signal