NVDA Has a $5 Trillion Market Cap and a Stockholder Meeting Tomorrow
The Blackwell ramp, Vera CPU debut, and a multiyear SK hynix partnership are the real agenda items. The options market…
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Steel Dynamics Just Had Its Best Quarter Ever. The Stock Is Down 12% This Week.
STLD is up over 100% in the past year, posting record shipments and accelerating earnings — and now an aluminum…
The AI Picks and Shovels Still Have Room to Run
NVDA just posted $81.6B in one quarter. The infrastructure behind it is still being built.
The Metal AI Can’t Run Without
Copper just hit record highs near $13,800 a tonne. The stocks mining it haven't fully caught up.
Apple Is Raising Prices. The Stock Is Near $300. The Options Market Has a Different View.
Tim Cook suggested price hikes may be needed to offset memory cost increases. WWDC already repriced the AI story. Now…
The $1.5 Trillion War Chest: Defense Stocks Are Back — But Are You Buying the Right Ones?
NATO rearmament, Middle East operations, and a record U.S. defense budget have defense names flying. The primes look crowded. The…
SPCX Options Go Live Today – Here’s Why This Is Unlike Any IPO Options Launch Before It
No IV anchor, a $2 trillion float, a 3-5% tradeable share count, and the most anticipated options debut in market…
The Defense Spending Supercycle Isn’t Slowing Down. Here’s How to Play It Without Overpaying.
NATO just hit record budget levels. Global military spend crossed $2.63 trillion. And the primes are still trading at reasonable…
Marvell Technology Just Got the Most Powerful Endorsement in Semiconductors
Jensen Huang called MRVL "the next trillion-dollar company" — what that actually means for investors
The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction.…