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LRCX 07-29 Earnings as a leading indicator for IREN’s August print
The Steepener Was Built on a Barrel of Oil
IREN Wasn’t Waiting for Another Whale
Penguin Solutions: 74% Of Revenue Is “AI,” But 89% Of The Profit Is A Memory Cycle
Macro note: the tech unwind grew a second leg, and it’s healthcare
Six Names Just Started Moving Together, And Cybersecurity Is An Interesting Basket
Astera Labs: The AI Connectivity Toll Booth Is Real. So Is The Price You’re Paying For It.
The Week the AI Trade Broke, and Why the Data Says “Rotation,” Not “Recession”
Ligand Pharmaceuticals: The Bull Case Is A Biotech ARM, The Bear Case Is Just Another Royalty Trust
Biotech Is the Rate-Cut Trade in Disguise
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