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Ishan Majumdar

The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!

Miscellaneous Ishan Majumdar -
Two software earnings reports landed in the same week and collectively produced the most substantive challenge to the SaaSpocalypse...

Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!

Technology & AI Ishan Majumdar -
Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes today, May 28, with a 4:30...

Micron Hits $1 Trillion On A UBS Call; Northland Just Called It BORROWED TIME!

Technology & AI Ishan Majumdar -
Tuesday, May 26, 2026 will be remembered as the day Micron Technology (NASDAQ:MU) entered the trillion-dollar club. Shares surged...

The “One Big Beautiful Bill” Just Passed; ExxonMobil Wins, UnitedHealth Bleeds, and Sunrun Is in Trouble

Miscellaneous Ishan Majumdar -
By a margin of one vote — 215 to 214 — the U.S. House of Representatives passed the "One...

Blackstone Just Made a $25 Billion Bet That Google Can Unseat NVIDIA!

Technology & AI Ishan Majumdar -
Something shifted in the AI infrastructure race this week that most investors have not fully processed. On May 18,...

The U.S. Just Lost Its Last AAA Rating. Here’s Which Stocks Are About To Pay The Price.

Miscellaneous Ishan Majumdar -
The Moody's downgrade of U.S. sovereign debt from Aaa to Aa1 on May 16 did not arrive as a...
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NVIDIA Earnings Could Decide Whether AI Euphoria Can Outrun Bond-Market Fear!

Technology & AI Ishan Majumdar -
Nvidia is heading into fiscal first-quarter earnings with a burden that goes well beyond one company’s numbers. The market...

Is NextEra’s Dominion Deal Really An AI Power Grab?

Energy Ishan Majumdar -
NextEra Energy (NYSE:NEE) is reportedly in advanced talks to acquire Dominion Energy (NYSE:D), and yes, on paper, that sounds...

Is Honda’s EV Loss A Disaster, Or The Start Of A Hybrid Reset?

Automobiles Ishan Majumdar -
Honda Motor (NYSE:HMC) has spent decades being the car company people trust when they do not want drama. Reliable...

The New Math Of AI Memory: Why Micron May Be Sitting On A Bigger Story Than GPUs

Technology & AI Ishan Majumdar -
Micron Technology (NASDAQ:MU) has suddenly become one of the most dramatic AI stories in the market. The stock closed...

Trump, Xi & The TAIWAN TIME BOMB: The One Sentence That Could Move Trillions!

Miscellaneous Ishan Majumdar -
The market may enter the Trump-Xi summit watching tariffs, oil, and trade promises. But the most important sentence could...

Everyone Is Buying AI Chips. The Smartest Money Is Cornering Something Even Scarcer!

Technology & AI Ishan Majumdar -
There's a familiar story playing out in AI investing right now. Everyone is chasing GPU stocks. Everyone is watching...
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Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?

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Let's start with the weird part. On Monday, Alphabet (NASDAQ:...

The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!

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Two software earnings reports landed in the same week...

Toms Capital Just Put McCormick’s Flavor Empire In Focus

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McCormick & Company (NYSE:MKC) is not usually the kind...

Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!

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Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at...

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