Archive

Year: 2026

All Year: 2026 Articles

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Long-Term Bitcoin Bulls Should Treat Strategy as What It Is

Strategy holds nearly a million Bitcoin while trading at a fraction of last year's price, and the question dividing Wall Street is whether the capital-markets engine that makes it compelling is the same one…

Alex Sirois · 1 month ago

Nvidia’s Next Act: Can NVDA Defy Gravity Again?

NVIDIA just posted 85% revenue growth yet trades 28% below its 52-week high, and Wall Street cannot agree on whether the stock is a bargain or a trap. Three specific catalysts could push shares…

Vandita Jadeja · 1 month ago

This Is Where Nvidia Beats Broadcom

Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while the other bets on every model builder alive. The divergence between those bets reveals…

Alex Sirois · 1 month ago