Micron MU Stock: $1,486 Bull Case vs $740 Bear Case
The consensus view is that Micron (MU) has become expensive after its run. The tape says…
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Nvidia NVDA Stock: $302 Bull Case vs $152 Bear Case
The standard bear argument on Nvidia (NVDA) is that growth must decelerate from here. The reported…
Bitmine BMNR Stock: $25 Bull Case vs $11 Bear Case
The standard framing of BitMine Immersion Technologies (BMNR) is that it is a leveraged bet on…
Marvell MRVL Stock: $385 Bull Case vs $110 Bear Case
Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The analyst…
Tesla face 3 major headwinds heading into earnings report
Earlier this month, Tesla investors got some much-needed good news when the electric vehicle maker reported…
Another popular soda giant closes warehouse operation, cuts 184 jobs
A warehouse shift in Tulsa will result in 184 job cuts, even as production lines beside…
Meta, Anthropic drop bombshell news on AI market
Last October, Mark Zuckerberg mentioned almost in passing that companies kept asking Meta if they could…
Intel and Google deepen AI ties for chip design
Intel Corporation (INTC) and Google Cloud announced an expanded partnership on Thursday 16th, deploying Gemini Enterprise…
Consensys Says North Korea-Linked Consultant Accessed…
What Happened at Consensys? Blockchain software company Consensys temporarily suspended product releases earlier this year after…
Nayax Refuses Hacker Ransom After Cloud Account Data Theft
Why Did Nayax Refuse To Pay? Israeli payments company Nayax has refused to pay a ransom…
ZachXBT Calls Hardware Wallets Garbage as Trezor Defends…
Why Are Hardware Wallets Under Scrutiny? Trezor Chief Commercial Officer Danny Sanders has pushed back against…
FTX to Begin $900 Million Creditor Distribution on July 31
What Is FTX Paying Creditors This Time? FTX will begin distributing roughly $900 million to eligible…
Strategy’s Bitcoin Pivot Eases Liquidity Pressure but…
What Changed in Strategy’s Capital Framework? Strategy’s new digital credit capital framework has reduced the company’s…
Markets are trying to define direction after weak inflation…
The week of July 14–18 was notable due a first disinflationary CPI print for the long…
SpaceX stock: $800 bull vs $115 bear after Starship abort
The comforting story about SpaceX stock is that Thursday’s aborted Starship launch was just an engineering…
Nvidia CEO doubles down on AI and stock market verdict
In the span of a few days in early June, AI and chip stocks lost $1.3…
Warren Buffett has a blunt take on today’s market
There is a moment in every bull market when doing nothing starts to feel like the…
Chevron makes critical move to sidestep Iran oil risk
I have been following the Strait of Hormuz crisis since February 28, when the conflict first…