Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned
Three straight sessions of gains, record results, and AI-driven demand that competitors cannot fully replicate, but the valuation demands respect.
2026
I Almost Didn’t Send This Email…
October 7, 2026 Bonus Content: Nebius Jumped 9% on an AI Deal. Its COO Sold...
I Almost Didn’t Send This Email…
October 7, 2026 Bonus Content: Nebius Jumped 9% on an AI Deal. Its COO Sold...
Google Just Told Wall Street What Nuclear Is Worth
A 20-year, 890MW deal with Constellation reframes CEG, Vistra, and Talen as core AI infrastructure holdings, not yield-chasing utilities.
China Moving APEC Talks Online Warns of January Tariff Risk
Beijing’s push to hold the Shenzhen ministerial meeting virtually signals fraying diplomacy that investors in FXI and KWEB cannot afford…
DraftKings Is Down 54% Over 12 Months. BofA Sees $800M in New Revenue.
Bank of America upgraded DraftKings to Buy Monday, saying prediction markets could add to the sportsbook, not replace it.
Trump’s AI Plan Was Hiding in Plain Sight
A note from our friends at MarketWise(ad) Editor’s Note: Our friend Louis Navellier has been...
The iPhone Duo Yield Problem Points to One Stock
Amphenol supplies the hinge holding up production. Its earnings report is expected five days after the foldable iPhone goes on…
Ether’s 70% Quarter Ran on Thinner Ice Than Bitcoin’s
CoinGecko finds ETH's order book depth fell to 35–45% of Bitcoin's even as prices surged, with the Glamsterdam testnet live…
President Trump Shares Eerie 12:34 a.m. Warning
A note from our friends at Paradigm Press(ad) Below is an important message from one...