Fermi Could Be the Next SanDisk: The $17.50 Case for FRMI
The received wisdom about SanDisk is that it got lucky on a commodity. NAND flash went short, spot prices ripped, and a spun-out memory business rode the cycle from a…
Nebius Could Be the Next Micron: The $356 Case for NBIS
Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of $115.79 to $971.66, so the instinct…
Nokia NOK stock prediction: $21 bull vs $8.50 bear
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite happened: AI & Cloud order intake…
Billionaire Bill Ackman doubles down on these stocks in Q2
Billionaire investor Bill Ackman has been busy putting billions of dollars to work after completing one of the biggest milestones in the history of Pershing Square. In its second-quarter update,…
World’s biggest wealth fund buys $1.2 billion of SpaceX stock
The world’s biggest pool of investment money now owns a part of SpaceX (SPCX). Norway’s Government Pension Fund Global, valued at about $2.3 trillion, disclosed a stake in Elon Musk‘s…
Bill Ackman does U-turn on Netflix, makes bold claim
Bill Ackman just did something few investors expected. He bought Netflix stock again. His hedge fund, Pershing Square Capital Management, disclosed a new Netflix (NFLX) position of 3.15 million shares. …
Peter Thiel invests $118 million in surging big tech stock
Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at the end of December 2025 and…
Another airline grounded after accident, all flights off
In the summer of 2026, several smaller airlines have suffered fatal crashes that resulted in the loss of life and suspension of their operating licenses. On July 10, a Cessna…
USDCAD Nears 1.3800: Bearish Momentum Accelerates, 14…
USDCAD currency pair can be expected to fall further to the next support level 1.3800 – former support from the end of May. USDCAD broke support zone Likely to fall…
Global FX Market Summary: Weak US Data Dents Fed Hikes,…
Weak US retail and consumer data slashed Fed rate hike bets, fueling rallies in Gold, foreign currencies, and crude divergence. Softening US Economic Data Dampens Federal Reserve Rate Hike Expectations…