The Full Ledger

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Is SpaceX or Palantir Expected to Have a Better August?

Palantir just delivered one of the most jaw-dropping software quarters in recent memory, while SpaceX enters August weighed down by lock-up pressure and a skeptical prediction market. Two NASDAQ giants, two radically different risk…

Alex Sirois · 2 months ago

Is Circular Deal-Making a Deal-Breaker for NVIDIA Stock?

NVIDIA's rapid-fire investments in frontier AI labs look suspiciously similar to the circular deals that preceded the dot-com collapse, and investors are already tuning them out. The real question is whether that fatigue is…

Joey Frenette · 2 months ago

Down 50% in The Year, Is SMCI a Buy?

Super Micro Computer has shed half its value in a year, and now a board investigation, a $6.6 billion cash outflow, and a potential 48% upside are all pointing in different directions at once.

Vandita Jadeja · 2 months ago