Winvesta Crisps
Winvesta Crisps, KrishLearn about US stocks before you invest. Your daily boost of newsworthy stories and deep dives in a bite-sized format. Reading time ~3 minutes.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1163 | Founded | 6 years ago | Last Issue | 3 days ago |
| Active | |||||
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This week's stock shocks as of 4 September, 2026
Two Fed officials talked a rate hike back down, oil put it back on the table, and the jobs report lands after this email does
For two years, a weak jobs number was the best news a stock investor could get. It meant cuts were coming. This w...
Broadcom (AVGO): The three customers hiding inside a $230 billion forecast
Record numbers, a doubled AI forecast, and a falling share price. The concentration behind Broadcom's $230 billion fiscal 2028 outlook.
Four months ago the bull case for Broadcom rested on a $100 billion AI chip target. Management has sinc...
The Fed is two data prints away from raising rates into a slowing job market
Most portfolios are still built for the rate cuts that were supposed to arrive this year. Futures markets now put roughly two-in-three odds on the opposite, a rise on 16 September, which would be the first since July 2023, at a moment whe...
Tech ETFs took record inflows in the month they fell 10 per cent
Warsh is hinting at a hike, value is beating the Nasdaq 100 by roughly eight points this year, and record retail money went the other way
Five years ago, owning the Nasdaq 100 was the entire strategy and a dividend fund was what you settle...
Salesforce's 80% earnings beat came mostly from its Anthropic stake
Strip out the Anthropic markup and the software business grew about 16%. What moved the stock 22.6% was a $1.5 billion agent business billed by the task, not the seat.
Five years ago, valuing Salesforce meant counting seats and multiplying...
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