AI's water bill is becoming its most underpriced infrastructure problem.
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.
TSM Reports July 16. The AI Chip Toll Booth Nobody Talks About.
Every advanced GPU in every data center runs through TSMC's fabs. The Q2 number drops in four days.
The Trade Desk Is Down 75% From Its High. Q2 Earnings Could Finally Break the Fall.
A $17 stock that once traded at $140 is one earnings report away from its most important test in years.
Eli Lilly Is Near Its All-Time High. The Real Growth Wave Hasn’t Started Yet.
Medicare just started covering GLP-1s. Retatrutide may reshape the entire category.
Europe’s Defense Boom Is Hitting a Wall
The spending is real. The question now is whether the companies can actually deliver.
Micron Is Down About 20% in Two Days. The Numbers Still Don’t Add Up.
Record earnings, $50B guidance, and the stock is falling anyway.
Birkenstock Got Initiated. The Market Is Still Mispricing a 250-Year-Old Brand.
Raymond James just started coverage with a 20% upside target. The real case is bigger.
Chips Are Up 80% in Six Months. Q3 Earnings Will Be the Real Test.
The AI semiconductor thesis is intact. The valuation math heading into July is not forgiving.
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.