Latest
U.S. Tech Coverage Update (July 18, 2026)
TSMC Q2 2026: HPC Reaccelerates, Margins Set Records, Valuation Sits Just Above Its Range
US Government Debt: Separating the Real Market Risk From the Fearmongering
Individuals Are Carrying a Growing Share of the Federal Tax Burden
Entering Q2 2026 Earnings Season: What Three Julys of History Say About the Next Three Weeks
U.S. Tech Coverage Update (July 12, 2026)
Micron Scenario Valuation Review: Quantifying Downside Protection at the Current Share Price
What the Downside Actually Costs You at $938
Why Xiaomi YU7 sales disappointed?
China BEV Market and the Tesla Model Y Product Line
China BEV Market Review: Implications for the XPeng Thesis
Commentary
U.S. Tech Coverage Update (July 3, 2026)
Tesla
Tesla Q2 2026 Earnings Preview
Commentary
The 20x Question: Reading the S&P 500 After the Reset
Commentary
The 2026 Earnings Pause: An Information Desert, Not Fundamental Fatigue
Xpeng
Xpeng July 2026 Update: What the Delivery Data Really Shows
Commentary
Forward Revenues Keep Grinding to Records, and the Estimate Cuts Still Haven't Come
Commentary
"It's the oil price, stupid"
Tesla
Tesla’s Cybercab rollout
Marvell
Marvell (MRVL) - Investment Memorandum
Commentary
The Hyperscaler Paradox: Lower Earnings, Higher Valuations
Tesla
Tesla Q2 2026 Consensus
Commentary