CXMT’s 466% debut hit Micron and SK Hynix — its…
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory...
Applied Digital $APLD Stock Prediction: $68 Bull Case vs…
Applied Digital is not an AI story that needs the AI trade to keep working. That is the part the market keeps getting wrong....
IREN Stock Prediction: $84 Bull Case vs $22 Bear Case
IREN's revenue is going backwards. That single fact is missing from almost every bullish write-up of this stock, and it is the most important...
Palantir PLTR Stock Prediction: $245 Bull Case vs $98 Bear…
Palantir is not expensive because investors are irrational. It is expensive because it is doing something almost no software company has ever done, and...
Gold Jumps 7.2% and the Quiet August Myth Falls Apart
Key facts
Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week high.
US nonfarm payrolls...
Riot Platforms Just Signed a $9.1 Billion AI Lease…
Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning power once developed for...
CoreWeave CRWV price prediction after Q2: $106 bull, $79…
CoreWeave does not need to beat the Street on Tuesday, because CoreWeave already told the Street it would not. The company guided second-quarter revenue...
Nebius NBIS price prediction after Q2: $220 bull, $160 bear
Nebius is not being valued on the quarter it reports on Wednesday. It is being valued on a promise it has to keep by...
The Fed Voted 9-3 to Hold. This Morning’s Jobs Report…
The July jobs report released today by the Bureau of Labor Statistics (BLS) revealed that the US economy shed jobs in July, a result...
Gold Surges Past $4,200: Next Target $4,400, 7 August 2026
Gold can be expected to rise further to the next resistance level 4400.00 (former top of wave iv from the start of June and...

















