Palantir as Signal: What Enterprise AI Reveals About the SaaS Model Jordi Visser February 9, 2026 7:45 AM
Worry plenty, but try not to get suckered by labor market minutia Gerard MacDonell February 9, 2026 7:27 AM
Nasdaq (QQQ) Has Become Hypersensitive to the Hyperscalers. Add Low-Cost March Put Spread Collars to Hedge Further Downside Jeff Jacobson February 8, 2026 7:00 PM
Quant Market in Numbers: AI Fundamentals Remain Strong Dennis DeBusschere & Sophia Wang February 8, 2026 6:00 PM
Capex Crowding Out Cash Return Reduces Fair Value. That Same Capex Supports the Broadening Out Trade + XRT Attractive Ahead of Earnings Dennis DeBusschere February 8, 2026 4:54 PM
Marcia, Marcia, Marcia – Super Bowl Special Edition + Trivia Question John Roque February 8, 2026 3:52 PM