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.
May 29, 2026
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.