Big Tech Is About to Report. My Plan: Do Nothing
Reports loom for Microsoft, Alphabet and Amazon, but I see no edge in trying to bet on those outcomes. Here’s what I’ll do instead.
Anthropic Rocks Wall Street
The market parties on Anthropic filing (as company warns it might need more cash, and signals AI may take coding jobs and have catastrophic risks to mankind).
Chart of the Day: Can Microsoft Save the Magnificent Seven?
Earnings are out this week and expectations are quite high.
VIDEO: Answering Your Questions as We Navigate a Frenetic Week
Let’s talk hyperscaler earnings — and why cloud backlogs matter more than ever.
Love Musk or Hate Him, Here’s How I’m Building My SpaceX Position
Anthropic just filed a key financial doc, SpaceX reported earnings, and some investors are betting against Elon. Here’s what all that means for my position.
Three Key Industries to Watch This Week
These areas could define much of what happens next with the economy and the markets.
AWS Sells Out of Capacity Into 2028: 8 Key Items Shaping the Stock Market Monday
Big AI and data center focused earnings, SpaceX’s $40 billion capital raise, and other headlines moving the market this morning.
Neocloud Shakeout Sets Tone for Pivotal Week
With the Fed, Microsoft, Alphabet and Amazon on deck, the AI-related spending debate comes to a head.
This Accounting Term Can Help You Avoid Big Trading Mistakes
When the market is beating you down — like right now — you can’t freeze or act in desperation. Instead, do this.
Tracking 49 Signals Across 11 Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.