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.
May 28, 2026
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.