A $163B backlog and sold-out turbines through 2029 are priced in. Margin conversion is the only number...
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
A historic Q2 beat and raised guidance just reopened the managed care trade.
Starship Flight 13 is the first real test of whether the hype was ever justified.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the...
BABA jumped 12% in a single session. The August earnings report is now the only thing that...
Q2 earnings on July 22 could be the next big catalyst.