MU and the $1 Trillion Memory Trade: What the Options Market Is Pricing Before June 24
Micron just crossed a milestone no one expected this fast. The options market is still catching up.
Broadcom (AVGO): The Quiet Engine Behind the AI Infrastructure Supercycle
Custom silicon, record revenue, and a $100B runway — this is not your average chip story.
Salesforce and Marvell Are Reporting Wednesday — Here’s What the Numbers Actually Mean
Two of the most consequential earnings reports of Q2 land this week. The AI software and custom silicon stories converge.
LLY and the GLP-1 Franchise: What the Options Market Knows That the Headlines Don’t
Eli Lilly’s Q1 blowout reset the ceiling — and the options flow is telling a very specific story
The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction. Here’s how to think about the entry.
The ‘Security Supercycle’ Is Real. Here’s the Cheapest Way to Sit Inside It.
Defense budgets are hitting records. Backlogs are at all-time highs. And U.S. defense names still trade at a discount to their European counterparts.
Nvidia’s Biggest Quarter Ever — and the Market Shrugged. Now What?
NVDA just delivered $81.6B in revenue and record net income. The post-earnings drift tells a more complicated story.
NVDA After the Beat: Why the Options Market Didn’t Celebrate
Record revenue. Record guidance. And the stock still drifted lower. Here’s what that tells options traders right now.
Rigetti Computing (RGTI): The Quantum Stock the Government Just Bet $100 Million On
A landmark CHIPS Act deal and a commercial hardware breakthrough are changing the conversation around this volatile pure-play.
Nvidia Just Printed $81.6 Billion and the Stock Went Down. Here’s What the Tape Is Really Telling You.
NVDA beat hard, guided higher, and still slipped. The market’s reaction might be the most important signal of the quarter.