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TJX Companies

Aug 30, 2026

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4 min read

TJX's Treasure Hunt Problem 📊

The case for and against TJX.

Marvell

Aug 28, 2026

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2 min read

Marvell's Own Worst Enemy 🪤

Plus, Gap's new Old Navy CEO.

NVIDIA

Aug 27, 2026

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2 min read

Nvidia's Bold 70% Promise 🤖

And, Salesforce's Anthropic deal.

Intuit

Aug 26, 2026

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2 min read

Intuit's Growth Story Stalls 📉

And, Zoom's AI hype falls short.

Bitcoin

Aug 25, 2026

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2 min read

Bitcoin's Wall Just Cracked 🚀

And, going beyond mega-cap tech.

Walmart

Aug 24, 2026

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2 min read

Meet Walmart's "Scenario" 👗

And, Alibaba's AI funding push.

Early bird

TJX's Treasure Hunt Problem 📊

Marvell's Own Worst Enemy 🪤

Nvidia's Bold 70% Promise 🤖

Intuit's Growth Story Stalls 📉

Bitcoin's Wall Just Cracked 🚀

Meet Walmart's "Scenario" 👗

Early Bird

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