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Featured Articles

Moderna just doubled. The reason will outlive the trade.

Aug 20, 2026

•

6 min read

Moderna just doubled. The reason will outlive the trade.

A stock left for dead came back on a shot that only one patient in the world can take.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Is Wall Street watching the wrong Fed?

Aug 19, 2026

•

6 min read

Is Wall Street watching the wrong Fed?

Everyone will refresh the FOMC minutes at 2 PM. The meeting that already moved your mortgage rate happened in Tokyo.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nvidia just became a landlord's landlord

Aug 18, 2026

•

7 min read

Nvidia just became a landlord's landlord

The chipmaker is now guaranteeing the rent on the buildings that hold its own chips. Read that again.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Melvin Capital Lost. Reddit Just Won the Index.

Aug 17, 2026

•

6 min read

Melvin Capital Lost. Reddit Just Won the Index.

The forum that broke Melvin Capital joins the S&P 500 tomorrow. That is not a plot twist. That is a surrender document.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
A $50B software giant just had its best day ever. Because someone wants to buy it.

Aug 14, 2026

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6 min read

A $50B software giant just had its best day ever. Because someone wants to buy it.

When "please take us private" becomes a company's biggest catalyst, the public market has stopped listening. Silver Lake is listening.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Cisco just booked $9.3B in AI orders. The stock fell.

Aug 13, 2026

•

6 min read

Cisco just booked $9.3B in AI orders. The stock fell.

The company that broke Wall Street's heart in 2000 is having its moment. Nobody wants to believe it.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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