$115 Oil Has One Enemy Nobody’s Deployed Yet
WTI crude settled at $115.3 on April’s close — up 106% from $56.0 three months ago — and the move has been so clean, so relentless, that the market ha…
Broadcom’s Best Customer Might Be Its Biggest Threat
Broadcom is the indispensable backbone of AI infrastructure — that’s what Wall Street keeps telling itself. The stock slid from $343.50 in January to …
What Does $114 Not Yet Know?
What happens to global energy markets when the price of oil is right but the cost of moving it is being quietly weaponized?
Brent sits at $114, WTI a…
Globalstar and the Stack Amazon Is Building Around Itself
Three months ago, WTI crude sat at $58.3. Today it’s $111.9 — nearly doubled — and Amazon’s fulfillment margins are eating every dollar of that shift …
$2.8 to $35.9. Something Happened.
Planet Labs closed at $35.9 in April 2026, while twelve months earlier the same stock was trading near $2.8 — a 12x move that the company’s own fundam…
From $55 to $112 in Three Months
Three months ago, WTI crude sat at $55.0 a barrel — cheap enough that energy desks were trimming positions and rotation into tech felt like the obviou…
$867 Million Spent on Buybacks While the Debt Clock Runs
$867 million. That’s what TKO Group Holdings spent buying back its own stock in 2025, according to its 10-K filing — more than five times its 2024 rep…
$92.6 and a Dream About Satellites
Feels like a gold rush again. Traders are leaning into space the way they leaned into EVs and crypto before — not because the fundamentals are screami…
Uranium’s Quiet Pivot Starts Before the Price Moves
Uranium is steady, boring, and probably already moving in ways the spot price hasn’t registered yet.
That’s the frame worth holding. URA closed at $4…
Hash Price Is Doing the Dirty Work Bitcoin Can’t
Three months ago, MARA was trading at $10.60. Today it’s $8.70. That’s not a crash — it barely registers as a correction — but the direction is unambi…