AI

A collection of 143 posts

Members only

AI Featured

One in Ten AI Gateways Is Guarded by the Password From the Manual

Nearly one in ten internet-facing LiteLLM gateways still accept the example admin key from the docs. It is not a bug story. It is the security debt of the entire AI buildout — and a market waiting for its first named breach.

Paid-members only

Markets Featured

$TTAN: ServiceTitan Beat Its Quarter and Fell 18%. The Guidance Is the Earnings Report.

ServiceTitan grew revenue 21%, beat estimates, and generated record cash — then dropped 18% on Wednesday. The reason is a soft guide that points the back half of the year slower and less profitable than the front. The valuation math and the scenario zones.

Paid-members only

Finance Featured

$BE: Bloom Energy Joins the S&P 500 on September 21. The Index Funds Don't Get a Choice.

S&P Dow Jones handed Bloom Energy its S&P 500 card after Friday's close. Every fund that tracks the index must now own the stock by the September 18 close, in a name up 382% in a year with 6% of its float sold short. The forced-flow math, the fade history, and the scenario zones.

Members only

Markets Featured

10 Stocks Worth Watching This Week: The Rate-Hike Test — September 8–11, 2026

Markets enter a shortened week pricing coin-flip odds of a Fed rate hike on September 16, with Friday's CPI as the decider and Oracle and Adobe testing the AI trade Thursday.

Paid-members only

Markets Featured

$GTLB: GitLab Booked 42% Growth and Guided 19%. The Gap Is the Whole Trade.

GitLab beat Q2, raised the year, and gapped 20% to a new 52-week high. The real story is the 23-point spread between bookings growth and revenue guidance, and what closing it in December would be worth.

Paid-members only

Finance Featured

$RZLV: Revenue Grew 1,970%. The Stock Fell 20% Anyway.

Rezolve AI beat its own pre-announcement and reaffirmed $360M for the year — and the market sold it toward a 52-week low anyway. The margin mix, the cash math, and the revised scenario zones into October 6.

Paid-members only

Markets Featured

Top 10 Stocks to Watch — Tuesday, September 1

Markets reopen September with a hawkish Fed, Brent crude near $91 on renewed U.S.-Iran hostilities, and four major earnings catalysts after the close tonight. Ten names worth watching — three free, seven behind the paywall.

Paid-members only

Markets Featured

$RZLV: Rezolve AI Is About to Report H1. The Math Behind Its $360 Million Year Starts Tomorrow.

Rezolve AI has reported preliminary H1 2026 revenue of $127 million -- nearly 20 times year-over-year growth. Tomorrow it reports officially and hosts an investor call. The question the market is lining up to answer: can H2 deliver the $233 million still needed to hit full-year guidance?

Paid-members only

Markets Featured

10 Stocks Worth Watching This Week: A Hawkish Fed, $90 Oil, and the Jobs Test — August 31–September 4, 2026

Warsh just put rate hikes back on the table, oil is above $90 on US-Iran escalation, and Friday's jobs report decides which way the repricing goes. Ten names positioned for the week.

Paid-members only

Markets Featured

$MRVL: Marvell Reported a Perfect Quarter. The Stock Fell Anyway. Here Is What the Market Is Actually Saying.

test

Paid-members only

Markets Featured

Top 10 Stocks to Watch — Friday, August 28: AI Earnings Aftershock

The AI earnings aftershock rolls into Friday with Elastic, Affirm, and Salesforce all in motion. Plus the wildcard of the year: Fed Chair Warsh steps to the Jackson Hole podium at 10 a.m. ET. Here are the ten names worth watching today.

Members only

Macro Featured

Why the Government's New Ten-Year Jobs Map Runs Through Hospitals and Power Lines

The first official employment forecast of the AI era projects a decade of job growth at a third of the old pace — with one in three new jobs in healthcare, AI's hiring running through the power grid, and 752,000 back-office jobs gone.

Paid-members only

Markets Featured

Top 10 Stocks to Watch -- The AI Earnings Avalanche

NVIDIA just printed $96 billion in revenue with a $108 billion Q3 guide, and the cascade lifted the whole sector. Ten names with live catalysts for Thursday's session, ranked by conviction.

Paid-members only

Markets Featured

$AAOI: An FCC Ban on Chinese Optics Just Created a 60% Market Gap. Can Applied Optoelectronics Fill It?

Applied Optoelectronics just posted its fifth straight record quarter on 86% revenue growth while the FCC drafts a ban that could restructure who builds the backbone of AI infrastructure. The numbers behind the setup are more complex than the headlines suggest.

Members only

Markets Featured

10 Stocks Worth Watching This Week: Core PCE, Nvidia, and a Hawkish Jackson Hole — August 24–28, 2026

Core PCE lands Wednesday morning, Nvidia reports that night, and the first Warsh-era Jackson Hole opens Thursday — with markets pricing hike risk, not cuts. Ten stocks positioned around the week's catalysts.

Paid-members only

AI Featured

Marvell Just Paid Google to Buy Its Chips

Marvell handed Google warrants on $12.2 billion of its own stock as a reward for chip orders — the second time in a year an AI supplier has paid its customer in equity. The math behind the new price of hyperscaler business.

Paid-members only

Finance Featured

The Hackers Picking Off Private Equity One Phone Call at a Time

Hackers just walked out of a $938 billion asset manager with a phone call and a fake login page. The targeting shift behind the Apollo breach reprices operational risk for private equity — and hands the mandate to a short list of identity-security names.

Macro Featured

Where Did the Entry-Level Job Go?

Recent-grad unemployment is 5.7% and underemployment just hit its worst level since 2020. Everyone blames AI. The Fed's own data says the real culprit is something else — and which story is right decides whether rate cuts can fix it.

Members only

Markets Featured

10 Stocks Worth Watching This Week: Retail's Verdict on the Consumer Ahead of Jackson Hole — August 17–21, 2026

Four retail giants report, Reddit joins the S&P 500, and Wednesday's FOMC minutes reveal how close the Fed came to hiking — the 10 stocks that matter this week, with the catalyst, thesis, and risk for each.

Paid-members only

Markets Featured

Top 10 Stocks to Watch -- Monday, August 17, 2026

Memory stocks rip as SanDisk's investor day momentum carries into Monday. A five-stock earnings gauntlet begins Tuesday. Here are the ten names worth watching today.

Paid-members only

Markets Featured

BE: The AI Power War Has a Winner -- and the Balance Sheet Math Most Analysts Are Getting Wrong

Bloom Energy posted $1.065B in Q2 revenue -- up 166% YoY. Then NVIDIA-backed Nebius picked its fuel cells for a 300 MW AI data center. Here is the scenario math at $229 a share.

Paid-members only

Geopolitics Featured

Why Is the Robotaxi Race Being Decided in Europe?

America banned Chinese robotaxis before they picked up a single passenger. Today's Uber–Pony.ai deal to field 2,000 of them across Europe shows where the autonomy war will actually be fought — and who collects the toll.

AI Featured

Who Pays for the Web When Nobody Clicks?

Google sent America's largest publisher two-thirds of its readers a few years ago. Now it's 21% — and the click economy that funded the open web is being replaced by licensing deals, crawler tollbooths, and direct audiences. The repricing has tickers attached.

Paid-members only

Markets Featured

Top 10 Stocks to Watch — Friday, August 14

Paid-members only

AI Featured

Texas Is Auditing the AI Boom

Texas just froze 474 gigawatts of data-center grid requests — five times its record peak — pending a project-by-project audit. It is the first forced disclosure of how much AI power demand actually exists, and the power trade is priced off the unaudited number.