SMCI: $60B in Orders, Stock Still Cheap
July 23, 2026 SMCI Booked $60B in One Quarter The margin bears just got their answer. The legal cloud is…
AT&T Reports Q2 Today. Free Cash Flow Is the Only Number That Matters.
Starlink fear has crushed the stock. The cash engine may prove it wrong.
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
TXN IV hits 128. Something big is coming.
July 22, 2026 TXN Options Are Screaming IV hit 128. The market is pricing a 12% move. Here is why.…
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
Rocket Is Down 27% This Year. July 30 Forces the Question.
Rocket now services a $2.1 trillion mortgage portfolio spanning 9.4 million loans. The stock price does not reflect that yet.
OPI: New Equity, Old Problems?
July 21, 2026 OPI: The Post-Chapter 11 Reality Check Debt relief helps. Cash flow decides. Sponsored Heads up – I…
Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
Capital One Reports Tonight. The Discover Bet Is Just Getting Started.
A new payments network, the largest credit card issuer in the US, and a stock well below its high.
SanDisk Is Down ~42% From Its High. August 5 Is All That Matters.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t moved much.