Independent equity research, trades, and weekly market notes.
AT&T's fiber revenue rose 16.8% year over year in Q3 2025 with roughly 10 million fiber subscribers. The company rolled out Express Waves wavelength …
VinFast shows rapid top-line expansion—77% growth last year and an even faster pace across the first two quarters—while relying mainly on vehicle sal…
XPeng reported rapid revenue growth in 2025 with quarterly gains of 138%, 125%, and 102% and revenues projected to rise from $5.60B to $11.40B. Deliv…
SoftBank sold its entire Nvidia stake to reallocate capital to other large-scale AI projects, and Peter Thiel also exited with no confirmed reason. T…
Ethereum is the settlement and smart contract layer enabling on-chain platforms like Polymarket. As real-world apps migrate on-chain, demand for Ethe…
Yeti’s guidance lift after a strong Q3 and modest revenue growth supports a short-term holiday trade thesis, though a 30% drop in net income and supp…
A mid-November review finds major indexes supported largely by a few mega-cap technology stocks while many components lag. Nvidia is roughly 8% of th…
Yeti’s stock climbed after its earnings report last week as modest revenue growth led management to raise the full-year outlook; quarterly net income…
Pullback reflected both Michael Burry's high-profile short positions in names like Nvidia and Palantir and the ongoing government shutdown that has f…
A strategic national push to rebuild undersea forces and a contracted submarine industrial base create meaningful demand for submarine primes. Genera…
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