Ideas
+1
Nov 4, 2026
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2 min read
3 of our 5 PRO analysts are buying rn...
Nov 2, 2026
3 min read
Intel’s pain is Micron and Samsung’s payday...
Oct 29, 2026
A full breakdown of 4 insider portfolios...
Oct 28, 2026
Customers now spend ~9x as much...
Oct 26, 2026
Earnings + Fed decision...
Oct 21, 2026
Here’s what to watch for...
Oct 19, 2026
Kyle just made 3 trades in 15 mins...
Oct 14, 2026
They just debated China’s memory threat...
Oct 12, 2026
While the power plant owners went backwards.
Oct 7, 2026
Why Melvin favors Samsung now...
Oct 5, 2026
Hyperscaler CapEx is set to hit ~3% of GDP in 2027...
Sep 30, 2026
Hint: it's not this quarter's number...
Sep 28, 2026
But nothing is locked in just yet...
Sep 23, 2026
Outpacing ChatGPT.
Sep 21, 2026
Cut the cost base, rebuild/re-price the product...
Sep 16, 2026
Raoul Pal breaks down how to right this ship...
Sep 14, 2026
Breaking down Dario’s essay.
