Miscellaneous

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Fed Housing Shock Tests Homebuilder Margins

Miscellaneous Ishan Majumdar -
The Federal Reserve’s decision lands at an unusually sensitive moment for housing. The Fed Housing Shock is arriving just as markets are pricing roughly...

A 61% Growth Stock Just Fell 20% — Is The Market Wrong?

Miscellaneous Ishan Majumdar -
The LENS Index has now been running for a little over three months. In that time it has done what we built it to do....
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Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean

Miscellaneous Ishan Majumdar -
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index events of the year. The Reddit...

Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors

Miscellaneous Ishan Majumdar -
Wendy’s (NASDAQ:WEN) suddenly has a very different story for investors. The stock jumped about 12% after reports said Nelson...

One New Position. The Market May Have This Policy Risk Backwards.

Miscellaneous Ishan Majumdar -
The LENS Index added another position today. It is not a semiconductor, software company or traditional AI infrastructure name....

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...
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Fed Housing Shock Tests Homebuilder Margins

Miscellaneous Ishan Majumdar -
The Federal Reserve’s decision lands at an unusually sensitive moment for housing. The Fed Housing Shock is arriving just...

A 61% Growth Stock Just Fell 20% — Is The Market Wrong?

Miscellaneous Ishan Majumdar -
The LENS Index has now been running for a little over three months. In that time it has done what...

Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean

Miscellaneous Ishan Majumdar -
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index events of the year. The Reddit...

Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors

Miscellaneous Ishan Majumdar -
Wendy’s (NASDAQ:WEN) suddenly has a very different story for investors. The stock jumped about 12% after reports said Nelson...

One New Position. The Market May Have This Policy Risk Backwards.

Miscellaneous Ishan Majumdar -
The LENS Index added another position today. It is not a semiconductor, software company or traditional AI infrastructure name....

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...
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