Chargeback Rates Are Now the Key Metric in HIMS
Visa monitoring makes Hims’ GLP-1 subscriptions legible from the outside.
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any…
Shell’s Crackers Are for Sale. Exxon or LYB Should Buy Them.
At up to $8 billion for U.S. ethane-advantaged capacity, this is a trough acquisition question. The rational owner matters as…
Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
Micron’s CEO Just Called Time on the Boom-Bust Clock
A $10 billion research lab, a 50% supply shortfall, and a forward P/E of 6.76 are telling three different parts…
Cheaper AI Tokens Are Nvidia’s Best Growth Catalyst
The Jevons Paradox is alive in the GPU market. Falling token prices expand the addressable universe of AI workloads, and…
The Primary Market Machine Is Running at Full Speed
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in…
Cerebras CS-4 Claims 30x Speed. Now Talk Margin.
The speed claims may hold. The margin path and customer concentration are what investors are debating.
MRNA Doubled on Data Nobody Has Seen Yet
INTerpath-001 topline moved the stock 177% in one day. Hazard ratios, p-values, and survival curves were not released.