A screen with nine filters returned zero names; three filters returned 180. I tested most screening tools a retail account can reach: what technical scanners, fundamental screeners, and hybrid scores get right, get wrong, and…
Big Tech plans about $725 billion of AI capex in 2026, and cash flow is starting to show the strain. Here is what the statements say, why Nvidia’s receivables jumped 55% in a quarter, and…
TQQQ is up 92% off its 52-week low against 30% for QQQ, yet it sits 19% below its high while QQQ is 3.5% below. The daily reset explains the gap. Here is my rating by…
Baidu’s AI Cloud Infra revenue grew 50% last quarter while online marketing fell 19%, and capital spending ran three times operating cash flow. Here is what the August report showed, why the cash pile matters…
The S&P 500 fell 1.6% and the Nasdaq 2.9% as chips slipped into a bear market. Oil, a cooler CPI, IBM’s warning and a Chinese AI model each pulled a different way. Here is what…
Microsoft sat near $384 on July 10 and $494 today, a 28% move that followed a 15.5% one-day gain after its July 29 report. Here is what the July fear was really about, what the…
Five hyperscalers plan about $700 billion of AI capital spending in 2026. This guide follows the money from TSMC through networking and power, shows where margins and pricing power sit, and names the capex growth…
Apple sits near its high at 38.5 times earnings, the 94th percentile of its own history, and the June quarter had a tariff refund in it. Analysts are far less bullish than the price. Here…
Nvidia posted $81.6 billion of revenue and $48.6 billion of free cash flow in one quarter, and the stock still slipped. Customer concentration, a China market booked at zero and custom chips explain why the…
Nvidia’s quarterly sales doubled to $96 billion, yet the stock fell on three of its last four reports. At about $222 and 18 times forward earnings, here is what has to go right, a price…