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Visa Earnings Preview: The Client Incentive Test

Miscellaneous Ishan Majumdar -
Visa reports fiscal third-quarter results after the US market closes on 28 July 2026, with expectations elevated by another quarter of resilient spending and...

Two New Positions. Zero Chips. Here Is Why Both Entered The LENS Index Today.

Miscellaneous Ishan Majumdar -
The LENS Index added its ninth and tenth positions this week. Neither is a semiconductor. Neither tracks the Nasdaq. And both were identified weeks...
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Is PayPal Really Worth Just $53 Billion?

Miscellaneous Ishan Majumdar -
PayPal Holdings (NASDAQ:PYPL) is suddenly at the center of a takeover story that reaches far beyond Wall Street. The...

The LENS Index Just Added Three Names. None of Them Are Chips.

Miscellaneous Ishan Majumdar -
Three signals. One portfolio entry and two Watch List additions. That is what happened inside the LENS Index this...

Comcast Just Put NBCUniversal In Play — Is Netflix Waiting?

Miscellaneous Ishan Majumdar -
Comcast (NASDAQ: CMCSA) is preparing to split itself into two next year, turning NBCUniversal into a stand-alone entertainment company...

The LENS Index Has Two New Additions & NEITHER One Is a Chip Stock!

Miscellaneous Ishan M. -
Since May 22, every LENS position has been tied to the AI infrastructure build. That concentration was deliberate when...

AI Trade Has Its First MAJOR CRACK as KOSPI Crashes 10%!

Miscellaneous Ishan Majumdar -
South Korea's stock market just had its worst day of 2026. The KOSPI fell exactly 10% in a single session...

Oil Crashed. Markets Are Flying. The New Fed Chair Meets Tomorrow. Don’t Get Too Comfortable.

Miscellaneous Ishan Majumdar -
Your gas was $4.07 a gallon on Sunday. That number is about to fall. Maybe to $3.50. Maybe lower. Because...
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Visa Earnings Preview: The Client Incentive Test

Miscellaneous Ishan Majumdar -
Visa reports fiscal third-quarter results after the US market closes on 28 July 2026, with expectations elevated by another...

Two New Positions. Zero Chips. Here Is Why Both Entered The LENS Index Today.

Miscellaneous Ishan Majumdar -
The LENS Index added its ninth and tenth positions this week. Neither is a semiconductor. Neither tracks the Nasdaq....

Is PayPal Really Worth Just $53 Billion?

Miscellaneous Ishan Majumdar -
PayPal Holdings (NASDAQ:PYPL) is suddenly at the center of a takeover story that reaches far beyond Wall Street. The...

The LENS Index Just Added Three Names. None of Them Are Chips.

Miscellaneous Ishan Majumdar -
Three signals. One portfolio entry and two Watch List additions. That is what happened inside the LENS Index this...

Comcast Just Put NBCUniversal In Play — Is Netflix Waiting?

Miscellaneous Ishan Majumdar -
Comcast (NASDAQ: CMCSA) is preparing to split itself into two next year, turning NBCUniversal into a stand-alone entertainment company...

The LENS Index Has Two New Additions & NEITHER One Is a Chip Stock!

Miscellaneous Ishan M. -
Since May 22, every LENS position has been tied to the AI infrastructure build. That concentration was deliberate when...

AI Trade Has Its First MAJOR CRACK as KOSPI Crashes 10%!

Miscellaneous Ishan Majumdar -
South Korea's stock market just had its worst day of 2026. The KOSPI fell exactly 10% in a single session...

Oil Crashed. Markets Are Flying. The New Fed Chair Meets Tomorrow. Don’t Get Too Comfortable.

Miscellaneous Ishan Majumdar -
Your gas was $4.07 a gallon on Sunday. That number is about to fall. Maybe to $3.50. Maybe lower. Because...

Is SpaceX About To Save Tesla; Or Expose The BIGGEST Retail IPO TRAP In Wall Street History?

Miscellaneous Ishan M. -
On May 21st, somebody walked onto the options market and put $3.3 million on Tesla hitting $480 by June...

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...

Toms Capital Just Put McCormick’s Flavor Empire In Focus

Miscellaneous Ishan M. -
McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams boardroom drama. Most people know it...

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...
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Sandisk Earnings Preview: Can AI Demand Sustain Peak Margins?

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Sandisk reports fiscal fourth-quarter and full-year results after the...

Disney Earnings Preview: Can The Streamings DELIVER?

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Disney reports fiscal third-quarter earnings before the market opens...

Palantir Earnings Preview: The Real Test Behind Q2 Growth

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Palantir Technologies reports second-quarter results after the U.S. market...

Tesla China Business Sale Could Reshape A SpaceX Merger

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Tesla (NASDAQ:TSLA) may face one of the biggest strategic...

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