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Super Micro Computer

Nov 15, 2026

•

4 min read

Can Prepayments Carry SMCI? 💳

A big beat, and big caveats.

Cisco

Nov 13, 2026

•

3 min read

Cisco’s AI Trade-Off 🔌

Plus, Applied Materials' growth.

Bitcoin

Nov 12, 2026

•

3 min read

Nvidia Weighs Huang’s Exit

Plus, Bitcoin's price stabilizes.

Costco

Nov 11, 2026

•

3 min read

Can CoreWeave Pay for This? 💰

And, Costco's $30 cash dividend.

The Trade Desk

Nov 10, 2026

•

3 min read

GTA 6: “Unprecedented” Demand

And, Lucid's Saudi Arabia loan.

Cryptocurrency

Nov 9, 2026

•

3 min read

Nvidia’s CEO Admits an Affair

Plus, Ethereum's regulatory fears.

Early bird

Can Prepayments Carry SMCI? 💳

Cisco’s AI Trade-Off 🔌

Nvidia Weighs Huang’s Exit

Can CoreWeave Pay for This? 💰

GTA 6: “Unprecedented” Demand

Nvidia’s CEO Admits an Affair

Early Bird

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