A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
A historic Q2 beat and raised guidance just reopened the managed care trade.
Starship Flight 13 is the first real test of whether the hype was ever justified.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the...
BABA jumped 12% in a single session. The August earnings report is now the only thing that...
Q2 earnings on July 22 could be the next big catalyst.
Oil just surged on the Hormuz blockade. Here is where the real trade lives now.
