Deep Dives · Events
Tickers
Oct 9 deep dive Generac Built the Base It Skipped and Cleared Its 200-Day as Its Engine Peers Slid GNRC
Oct 9 deep dive Bloom Energy's Run Rests on Filed Profits, and on One Buyer That Took 73% of Its Last Quarter BE
Oct 6 deep dive A Federal Nuclear Loan and a Sector Rally Lift Vistra Back Over Its 200-Day After a Year of Derating VST
Sep 30 deep dive Micron Tops Its Own Forecast by $4.2 Billion and Sees Memory Staying Short Through 2028 MU
Sep 29 deep dive Hyperliquid Strategies Is Up 130% Since March, but HYPE per Share Fell in Its June Quarter PURR
Sep 29 deep dive Palo Alto Nears Its High as Two Deals Double Its Reported Growth and Push GAAP Earnings Into Losses PANW
Sep 29 deep dive Lilly's Sales Rose 51% in the First Half; Its Raised Guidance Implies 14% to 20% in the Second LLY
Sep 29 deep dive AMD Broke Out to Records on Doubled Data-Center Sales; the Buy Is the Retest, Not the High AMD
Sep 25 deep dive Amazon Shut Muse Out of Its Store. Meta's Own Compute Is the Tighter Limit. METAAMZN
Sep 25 deep dive Jabil Lands a Filed Akamai Server Build While Its 1.6T Optics Case Stays a 2027 Story JBLAKAM
Sep 25 deep dive Anthropic's $11.6 Billion Akamai Contract Comes With a $1.7 Billion Memory Bill Up Front AKAMJBL
Sep 23 deep dive Viking Jumps 36% on Once-a-Month Obesity Maintenance Data; the Stock Is Still a Pre-Revenue Binary VKTX
Sep 17 deep dive Up to 1.6 Billion SpaceX Shares Have Come Off Lock-Up Since August, and Up to 3.1 Billion More Follow by December 8 SPCX
Sep 17 deep dive Amazon's Warrant Lifted Generac 18% in a Session — the Chart Reclaimed Everything but the 200-Day GNRC
Aug 26 deep dive The Market Prices TE Connectivity as a Car-Parts Company. A Fifth of It Now Sells Into the AI Buildout. TEL
Aug 26 deep dive NVIDIA Guaranteed $108.5 Billion of Its Customers' Rent, and Six Months Ago Its 10-K Said It Had Guaranteed Nothing NVDA
Aug 14 deep dive AeroVironment Doubled Its Revenue and Posted a $265 Million Net Loss in FY2026 AVAV
Aug 13 deep dive Nebius Surged 34% as Contract Economics Improved—Now the 5 GW Build Has to Deliver NBIS
Aug 6 deep dive Magnite Gapped 20% on the First Quarter Where Operating Leverage Actually Showed Up MGNI