Copper is expensive again. For a reason.
May 31, 2026 Copper and Uranium in 2026: Supply Still Feels Tight A quick update with the newest numbers and…
The quiet side of AI spending
May 30, 2026 AI spending shows up in HVAC Comfort Systems (FIX) keeps riding data center work, and the Q1…
NOW is up 10%+ today
May 29, 2026 NOW Is Up 10% Today ServiceNow catches a bid as enterprise AI spending accelerates ServiceNow (NOW) advanced…
Dollar Tree beat by 21 cents and nobody was ready for it
May 28, 2026 Dollar Tree beat by 21 cents and nobody was ready for it Q1 FY2026 — May 28,…
Zscaler beat the quarter and still lost 24%
May 27, 2026 ZS Crashed on a Beat Record margins, clean numbers, and still down 24% Here’s where I’m at…
DRAM Just Became Wall Street’s Fastest-Growing ETF
May 26, 2026 DRAM: Wall Street’s Fastest ETF Launch Ever The Fund That Broke Every Record Seven weeks. That’s all…
Record travel. Falling spend. 2 stocks worth watching.
May 25, 2026 The Holiday Numbers Don’t Add Up NKE and CCL Are Priced Like They’re Losing Sponsored BREAKING: Elon’s…
NTNX dropped 17% the same night Dell hit a record. That gap has not closed.
May 23, 2026 Dell Won. Nutanix Did Not. Here Is Why That Gap Still Matters. Two earnings reports, one night,…
MU: The Samsung Deal
May 22, 2026 MU: The Samsung Deal IV rank at 100, a resolved catalyst, and Q3 guidance that doesn’t look…
Nvidia Is Cheap. Kind Of.
May 21, 2026 Nvidia Is Cheap. Kind Of. The numbers beat. The stock dipped. Here’s the valuation case people are…