Wall St Warrior

The Fuel That Can’t Be Built Fast Enough

The Fuel That Can’t Be Built Fast Enough

Wall St Warrior July 12, 2026

Every advanced reactor on America's drawing board needs one thing nobody is making at scale.

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Vertiv Is Up 86% This Year. Q2 Earnings Land July 29.

Vertiv Is Up 86% This Year. Q2 Earnings Land July 29.

Wall St Warrior July 11, 2026

The AI cooling pure-play with a $15 billion backlog is about to tell us if the run...

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Lam Research Is Down About 19% From Its Peak. July 29 Earnings Could Reset the Entire Chip Equipment Trade.

Lam Research Is Down About 19% From Its Peak. July 29 Earnings Could Reset the Entire Chip Equipment Trade.

Wall St Warrior July 11, 2026

Record $5.84B revenue, a $140B WFE outlook, and a sector that just got a wave of analyst...

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SpaceX Is Down 32% From Its High. The First Earnings Report Could Change Everything.

SpaceX Is Down 32% From Its High. The First Earnings Report Could Change Everything.

Wall St Warrior July 10, 2026

The biggest IPO in history is under pressure. August 6 is the date that matters.

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SPCX Is Down 34% From Its High. The August 6 Earnings Date Nobody Is Talking About.

SPCX Is Down 34% From Its High. The August 6 Earnings Date Nobody Is Talking About.

Wall St Warrior July 10, 2026

The biggest IPO in history has already burned early buyers. Now the options chain tells a different...

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NextEra Just Did the Biggest Utility Deal in History. The Grid Cannot Keep Up.

NextEra Just Did the Biggest Utility Deal in History. The Grid Cannot Keep Up.

Wall St Warrior July 9, 2026

A $66.8 billion merger created America's largest power company. AI demand is why it had to happen.

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Vertiv Is Up 84% This Year. Its Biggest Quarter May Still Be Ahead.

Vertiv Is Up 84% This Year. Its Biggest Quarter May Still Be Ahead.

Wall St Warrior July 8, 2026

The AI cooling trade has a pure-play leader. Q2 earnings are three weeks away.

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Caterpillar Is Up 61% in 2026. August 4 Is the Next Inflection Point.

Caterpillar Is Up 61% in 2026. August 4 Is the Next Inflection Point.

Wall St Warrior July 8, 2026

A record $63 billion backlog, power generation surging 41%, and Q2 earnings arriving in 27 days.

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The Only Number That Tells You If a Business Is Actually Any Good

The Only Number That Tells You If a Business Is Actually Any Good

Wall St Warrior July 7, 2026

ROIC separates the compounders from the capital destroyers.

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Delta Reports July 10. The Real Trade Is Already in the Numbers.

Delta Reports July 10. The Real Trade Is Already in the Numbers.

Wall St Warrior July 7, 2026

Cheap valuation, a fuel windfall, and peak premium travel season all converge at once.

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