Moderna Reports Today. The Quarter Isn’t the Story.
Up over 600% in 2026 on its cancer pipeline, what Moderna says about cash runway and intismeran timelines matters more…
The only U.S. nickel mine they can’t ignore
A note from our friends at The Oxford Club(ad) Dear reader, Most investors wait for...
Atlassian’s Q1 results were nearly flawless
November 5, 2026 Atlassian (TEAM) delivered one of the cleaner beats in recent enterprise software...
Celsius Beat Revenue. Margin Is the Real Test.
Alani Nu is carrying results, but 46.8% gross margin is the risk line.
This could become a MUCH bigger story in the coming months
November 5, 2026 Bonus Content: Microchip’s Earnings Tonight Could Show Chips Still Work Without AI...
Datadog’s Growth Is Fine. Its Biggest Customer Is the Problem.
A single unnamed AI customer, modeled at its minimum for Q4, turned a 35% growth quarter into an 18% stock…
I’ve been waiting DECADES for this…
A note from our friends at The Oxford Club(ad) Editor’s Note: Over the past 20...
Kioxia, SoftBank and Advantest Paid the Price US Chip Stocks Skipped
Asia absorbed the election shock first. What the open means for US semis.
Japan’s Chip Stocks Took the Shock US Semis Dodged
When the US midterm results started flowing into Asian trading hours on Wednesday, the sell...
Early-Stage Silver-Gold Consolidation Play: Sub-US$1 Explorer Advances to Phase-2 Drilling
November 4, 2026 Bonus Content: Two Reports in Two Hours Could Shift December Rate Odds...