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Jun 1, 2026
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23 min read
Recent developments. And are GPUs sitting in warehouses?
May 18, 2026
11 min read
A major strategic pivot acting as a overhang, giving investors an opportunity.
May 13, 2026
8 min read
New tailwinds.
May 4, 2026
12 min read
Hyperscaler earnings quality detoriate as CAPEX goes parabolic.
Apr 28, 2026
GE Vernova's prospects.
Apr 19, 2026
7 min read
A Dream Far Away.
Apr 9, 2026
16 min read
Euphoria always feels rational until it doesn’t.
Mar 25, 2026
9 min read
Is FDX's restructing and optimzation program creating value?
Mar 17, 2026
The party at Alcoa has just begun.
Sep 13, 2025
Tyson Foods and a little ABS talk.
Sep 8, 2025
5 min read
What next for AN?
Aug 30, 2025
4 min read
AXON - Highflyer or Pretender?
