MSFT Reports July 29. The Stock Is Down ~32% From Its High and Azure Is Growing 40%.
Daily Trader Insights The $190 billion capex question is the only thing standing between Microsoft and a new record.
SanDisk Is Up ~684% in 2026. Microsoft Is Down ~1%. Same Story, Opposite Sides.
The memory supercycle is creating extreme winners and losers at the same time.
Micron Just Posted One of the Biggest Quarters in Memory History
Revenue up 346% year-over-year. And the stock jumped in after-hours.
Small Caps Had the Better Year. Now Comes the Hard Part.
The Great Rotation worked. The Warsh pivot just changed the math.
AI Has a Water Problem. The Market Has Not Priced It.
Data centers are becoming one of the biggest stress tests for water infrastructure ever built.
Micron Just Reported the Most Profitable Quarter in Memory History. The Stock Is Still Cheap.
Revenue quadrupled, margins hit 81%, and $100 billion in locked contracts just rewrote the memory cycle.
Qualcomm Just Bet Everything on a $40 Billion Number That Does Not Exist Yet
The Investor Day pivot is real. So is the gap between the roadmap and the revenue.
MercadoLibre Is Down ~40% From Its 52-Week High. The Business Has Never Been Faster.
Revenue just grew 49% – the fastest pace in almost four years. The stock has noticed, just not in the…
New Homes Aren’t Selling. Nobody Is Talking About the Inventory Number.
10.3 months of supply is a number the market hasn't fully priced.
GE Vernova Is Up 63% in 2026. The July 22 Earnings Date Is Now the Whole Game.
A $163B backlog, 71% order growth, and Q2 results dropping in four weeks.