A $66.8 billion merger created America's largest power company. AI demand is why it had to happen.
The AI cooling trade has a pure-play leader. Q2 earnings are three weeks away.
A record $63 billion backlog, power generation surging 41%, and Q2 earnings arriving in 27 days.
ROIC separates the compounders from the capital destroyers.
Cheap valuation, a fuel windfall, and peak premium travel season all converge at once.
Reinsurance just got 15% cheaper. Primary insurers are quietly printing record margins.
China just blacklisted America's only rare earth miner. The real trade is the refinery, not the mine.
A selloff built on unmet expectations may be the most interesting entry point in the chip space...
The spending is real and accelerating. The earnings are starting to matter more than the story.
The spending is real. The question now is whether the companies can actually deliver.