Independent equity research, trades, and weekly market notes.
Financing strain and execution risk could delay Iris Energy's AI revenue. The company holds 5.8 GW of grid-connected power, is shifting capital from …
Legal overhang and slowing revenue growth are testing Tempus AI's turnaround. It sells clinical and genomic data to clinicians and pharma; a 2025 sha…
Market activity has been subdued but will pick up as key inflation readings and corporate results arrive. Fed policy has tilted toward a more hawkish…
Tech leadership split redirects capital and raises leverage risk in Nasdaq products. Roundhill's MAGS has materially underperformed YTD while the S&P…
Outlook rests on two primary drivers: central bank policy and corporate earnings. Persistent inflation has shifted the Fed toward a hawkish stance, m…
Amazon appears to be moving beyond pure e-commerce into a multi‑pillar revenue engine, led by a rapidly expanding cloud business with substantial con…
Reddit is being revalued as a top tier internet platform driven by expanding web traffic and improved monetization via richer advertising products an…
Kevin Warsh addressed the ECB Forum in Sintra and pledged to disappoint those expecting tolerance for inflation above 2%. Markets adjusted as a resul…
Apple is positioned around on-device AI and its integrated device and services ecosystem which could support upgrade demand and extended monetization…
Recent Fed signaling from the new chair has shifted the market narrative toward a higher for longer outlook that compresses growth multiples. Capital…
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