May 10, 2026
The Beijing Handshake: Trump-Xi Summit Scenarios & Sector Playbook
Trump visits Beijing May 14-15. Three scenarios (45/40/15), five deep sector dives, master trade matrix, and what to actually do this week.
Mar 14, 2026
$AVGO Q1 FY2026 Deep Dive: The Supercompute Monopolist the Market Hasn't Priced In
Broadcom Q1 FY2026 earnings deep dive: exclusive XPU supplier to 5 hyperscale AI labs, $73B locked backlog, 68% EBITDA margins, implied IRR 28%. A comprehensive analysis of the AI infrastructure monopolist.
Mar 14, 2026
$NVDA Q4 FY2026 Deep Dive: The Market Is Pricing 'Compute = Revenue' — But Regime-Change Risk Is Underpriced
NVIDIA Q4 FY2026 earnings deep dive: $68.1B revenue (+73% YoY), Blackwell supercycle, but at $178 the implied IRR is only 13% — below our 15% hurdle. Wait for $155-165 pullback.