The construction aspect of the data center play can be readily seen to be bullish via the shares of STRL, AGX, FIX, TPC to name a few. Everyone is fixed on the vendors supporting these builds — from chips to cooling to routers — but what about steel and all of the materials necessary to...Read More

In terms of guidance, both the number and percentage of S&P 500 companies issuing negative EPS guidance for Q4 2025 are lower than average. At this point in time, 100 companies in the index have issued EPS guidance for Q4 2025, Of these companies, 52 have issued negative EPS guidance and 48 have issued positive...Read More

The wealthiest people I know feeeeeel the consumer is very dead, perhaps a guilt trip of sorts in an attempt to justify his/her wanton success. The poorest people I know feeeeel the consumer is booming — “malls are crowded”.As always, the truth is somewhere in the middle. But according to Mastercard, the consumer is just...Read More

Good day– We had a fine session, following a bout of FAKE NEWS out of The Information who disparaged MSFT pre market — sending it and the entire tape into the soup into 10am, up until MSFT emailed CNBC to refute said scandalous charges. Essentially, neo-liberal outlets are working overtime to stop the AI trade...Read More

Backtrack to early 2025 GOOGL was left for dead, all the while Sam Altman was gallivanting around town as the new King. People praised his statements and even his hair style. All of the associated companies tethered to him rose and rose again, from MSFT to ORCL — all did well and faired well. Sam...Read More