SpaceX Is Down ~36% From Its IPO Peak. August 6 Is When the Float Changes.
Starlink at ~10.3M subscribers, ~$4.7B in Q1 revenue, and a lockup window that could rewrite the supply-demand equation.
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.
MercadoLibre Is Down About 37% From Its High. Its Fastest Growth in Years Just Got Ignored.
Revenue grew 49% last quarter. The market punished it anyway.
The AI Chip Crisis Nobody Is Measuring Correctly
Inside the invisible yield bottleneck deciding which AI factories actually ship.
Lam Research Is Down About 19% From Its Peak. July 29 Earnings Could Reset the Entire Chip Equipment Trade.
Record $5.84B revenue, a $140B WFE outlook, and a sector that just got a wave of analyst target hikes.
Circle Just Became a Bank. The Real Story Is What Comes Next.
The OCC approval is the headline. The GENIUS Act deadline eight days away is the trade.
nLIGHT Is Up 28% Today. The Pentagon Just Made It Real.
A $627 million laser weapon contract is not a prototype story anymore.
Vertiv Is Up 86% This Year. Q2 Earnings Land July 29.
The AI cooling pure-play with a $15 billion backlog is about to tell us if the run has legs.
SPCX Is Down 34% From Its High. The August 6 Earnings Date Nobody Is Talking About.
The biggest IPO in history has already burned early buyers. Now the options chain tells a different story.
Penguin Solutions Is Up 27% Today. Most Investors Have Never Heard of It.
The AI infrastructure company just printed the best quarter in its history and raised full-year guidance by 83%.