
Following the tech and the money
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 135 | Founded | 2 years ago | Last Issue | 25 days ago |
| Active | |||||

How do you avoid ending up a total bagholder when you’re buying high-beta stocks? Everyone knows the feeling, including me. A little-known company starts ripping higher, hyping up some brand-new tech the market’s never seen, and a fresh tre...
Goldman Sachs recently upgraded its global humanoid robot market forecast to $138 billion by 2035, projecting cumulative shipments to hit roughly 6.5 million units. Today, the entire global footprint sits at just 75,000 machines.
Let’s ski...
Micron’s fiscal Q3 2026 financial results represent a monumental paradigm shift. This isn’t just another “beat and raise” quarter; it is the official funeral of the old, highly volatile semiconductor memory business model.
Historically, co...
Management promises monthly revenue that exceeds current quarterly totals. Can the company capture market share from Lumentum and Coherent?
The year 2026 has taken the market by storm, driven by relentless AI infrastructure demand and acut...
Every single morning, reasonably smart investors open their terminals and commit the exact same analytical sin: they demand a 100% win rate from their own skulls.
You spend days digging into or The earnings report is a blowout, the guida...
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The writers behind this newsletter.
Following the tech and the money. NFA
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