Crime in DuPont, Washington
Steven M. Peters
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Elon Musk just told investors he thinks merging Tesla and SpaceX would be a good idea, but warned independent committees hold the power and no deal is guaranteed. Now Tesla heads into its Q3…
A brutal week of selling left NVIDIA at its cheapest valuation in months, but the fundamentals tell a completely different story than the price action suggests.
TRON now generates more transaction fee revenue than Ethereum and Solana put together, yet TRX trades at a fraction of their prices. The reason why reveals something uncomfortable about what crypto markets actually reward.
Palantir is pulling away from its software peers as buyers chase AI platform names, but a steep valuation and an undisclosed federal partnership deal leave the rally's staying power open to debate.
Federal regulators just finalized the stablecoin rulebook, and crypto stocks are surging in response, but the biggest winner is not the company that issues USDC. Here is what the market is signaling about the…
Laurene Powell Jobs bought into David Ellison's blockbuster media merger at the same price the Ellison family paid, but the stock has since collapsed and her stake tells a very different story about who…
A 30-year Teamster pension and a paid-off Texas house sounds bulletproof until the appraisal district mails its notice every spring and starts quietly repricing everything a fixed check has to cover.
Applied Optoelectronics collapsed while its revenue set records, and two analysts still see it nearly tripling from here. The gap between that optimism and the stock's brutal reality comes down to one upcoming shipment…
Alphabet keeps beating earnings estimates while its stock keeps getting punished, and that gap between Wall Street's verdict and the underlying numbers is exactly where this investment thesis lives.
