Source material behind every call on the tape.
short summary of the last 7 days: -$1.5 billion in etf outflows over three days. btc dropped from 82k to 76k. and yet here's what i'm watching that's keeping me from going full bear: rsi at 44.5 — technically oversold …
Home Depot reported Q1 fiscal 2026 results this morning. Headline numbers (from the earnings release): \* Net sales: $41.765B (+4.8% y/y) \* Comparable sales: +0.6% (US comps +0.4%) \* Net earnings: $3.289B ($3.30 diluted EPS) \* Adjusted diluted EPS: $3.43 …
Here is the cold, hard data on why the current valuation is a complete joke, and exactly when the shorts are going to get trapped. **1. The Insane Enterprise Value (EV) Discount** **Market Cap:** \~$330M (at \~$5.37/share). **Cash & Short-term …
Intuit might not ring a bell to many, however it’s likely its products like Quickbooks and Mailchimp will. The SaaS giant, whose portfolio also includes Turbotax and CreditKarma generates 20 billion dollars in Annual Recurring Revenue (ARR) with traditional 80% …
Intuit might not ring a bell to many, however it’s likely its products like Quickbooks and Mailchimp will. The SaaS giant, whose portfolio also includes Turbotax and CreditKarma generates 20 billion dollars in Annual Recurring Revenue (ARR) with traditional 80% …
Hey all, Mods removed my last post because they claimed I posted saying 'i had XXX amount of money what should I do with it'. Despite not mentioning capital amounts and not saying I am looking to be persuaded otherwise. …
We’ve spent the last few years obsessing over software-based AI. While LLMs and agents are impressive, I think we’re nearing the point of diminishing returns for "screen-bound" AI. The real shift is Physical AI. The market is currently pricing AI …
Recent research on listed Bitcoin miners argues they are quietly morphing into AI infrastructure plays, not just leveraged bets on BTC anymore. The analysis highlights roughly 3.7 GW of capacity tied to around 90B USD of announced or potential AI …