How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter… Is Smith & Wesson (SWBI) a buy? … And why is Peter Thiel's Bullish (BLSH) crashing?
The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jump… Danger for this Mag 7 stock… And what 13Fs are telling us.
I'm excited to be back on the precious metals bull… Big Banks crushed earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum… And a word of caution on…
