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Matt McCall | August 15, 2026
Read this BONUS special report…
Karim Rahemtulla | August 14, 2026
The income strategy most investors never touch, and the one decision that changes everything about how it pays.
Matt McCall | August 14, 2026
Here’s how to follow it…
Chris "CJ" Johnson | August 13, 2026
August was supposed to be one of the market’s weakest months. Instead, the S&P 500 is sitting 3.5% higher. But a historically low VIX and a stalling SPY are echoing the exact setup that preceded January’s 10%+ correction.
Matt McCall | August 13, 2026
Every major investment theme eventually runs into a bottleneck. During the internet boom, it was fiber-optic networks. During the first wave of artificial intelligence, it’s been GPUs and the enormous amounts of electricity needed to power massive data centers. As I researched the next phase of AI – the Physical AI revolution – I kept […]
Bryan Bottarelli | August 12, 2026
A prime broker’s memo, a leaked legal pad, and a $35 billion warning nobody was supposed to see.
Karim Rahemtulla | August 12, 2026
Four stocks lost a third of their value with no explanation. SK Hynix (SKHY), CoreWeave (CRWV), Nebius (NBIS), Sandisk (SNDK). Nobody warned, nobody cut guidance, nobody put out so much as a press release. Just day after day of semiconductors and AI names getting toasted for a reason that didn’t make sense to most. It […]
Matt McCall | August 12, 2026
You’ve made the first move, and you’re already a step ahead. And today it’s going to start paying off. Earlier this week, we established that artificial intelligence is beginning to leave the data center and enter the physical world. Yesterday, we looked at why businesses are investing billions of dollars in robotics… not because it’s […]
Nate Bear | August 11, 2026
One stock just gapped 33% on earnings. Nate’s not chasing that one. He’s looking at the company sitting one step behind it, and running the math on what the move is actually worth to them.
Matt McCall | August 11, 2026
Yesterday, I introduced the idea that artificial intelligence is beginning to leave the data center and enter the physical world. That shift is what NVIDIA (NVDA) CEO Jensen Huang calls Physical AI, and I believe it will become one of the defining investment themes of the next decade. Today I’d like to answer a different […]
Nate Bear | August 10, 2026
The SpaceX crash short sellers braced for never showed up. Now the squeeze is spreading to the space names still heavily shorted, and earnings tonight could be the spark.
Karim Rahemtulla | August 10, 2026
911 million shares were supposed to bury this stock. Last Thursday, the SpaceX (SPCX) lockup expired. That’s the day insiders and employees who bought in early could finally sell, and 911 million shares came off restriction at once. It was all you heard for weeks. Slam that much supply into a stock and it drops. […]
