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87% Margins, Zero Rally: Why Micron Posted the Best Quarter in Memory History — and the Market Bought Its Suppliers Instead
Some earnings reports make you check twice whether a decimal point slipped. Micron Technology delivered one of those after the...
$10 Versus 99 Cents: Why FICO Lost a Quarter of Its Value in a Day — and Its Monopoly Fell to Its Own Pricing, Not a Rival
Some stocks fall because a quarter disappointed. Others fall because, in a single evening, it becomes clear that the business...
A $42 Billion Loss, $518 Billion in Commitments: Why Anthropic’s Leaked IPO Prospectus Is Really a Bill for Amazon and Google
Some IPO prospectuses you read to understand a stock. Others you read to understand a market. The draft that Reuters...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- Ten Percent Payouts, Half the Return: Why 40 Years of Covered Calls Looked Exactly Like 70 Percent Stocks and 30 Percent Cash
Eight percent a year, paid every month: that is the pitch for JEPI, at $46 billion the largest covered call…
- No Hotels Owned in America, a 74 Percent Margin: Why Hilton Earns as Much From a Hotel as Its Owner — Without Putting Up a Dollar
Hilton does not own a single hotel in the United States. Of the 851,582 rooms flying a Hilton flag in…
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