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Tag:
Miscellaneous
Miscellaneous
Technology & AI
M&A
Healthcare
Consumer & Retail
Miscellaneous
Visa Earnings Preview: The Client Incentive Test
Miscellaneous
Ishan Majumdar
-
July 28, 2026
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
-
July 23, 2026
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
-
July 18, 2026
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
-
July 14, 2026
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
-
July 7, 2026
Comcast (NASDAQ: CMCSA) is preparing to split itself into two next year, turning NBCUniversal into a stand-alone entertainment company...
AI Trade Has Its First MAJOR CRACK as KOSPI Crashes 10%!
Miscellaneous
Ishan Majumdar
-
July 18, 2026
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
-
July 18, 2026
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.
-
July 18, 2026
On May 21st, somebody walked onto the options market and put $3.3 million on Tesla hitting $480 by June...
Oracle’s Earnings “Disaster” Is the BEST NEWS For The AI Infrastructure Trade!
Technology & AI
Ishan M.
-
July 18, 2026
Oracle reported after the bell last night. Here are the numbers. Revenue: $19.2 billion, up 21% year over year. Beat....
The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!
Miscellaneous
Ishan Majumdar
-
June 3, 2026
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.
-
June 3, 2026
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
-
June 3, 2026
By a margin of one vote — 215 to 214 — the U.S. House of Representatives passed the "One...
Load more
Visa Earnings Preview: The Client Incentive Test
Miscellaneous
Ishan Majumdar
-
July 28, 2026
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
-
July 23, 2026
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
-
July 15, 2026
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
-
July 14, 2026
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
-
June 30, 2026
Comcast (NASDAQ: CMCSA) is preparing to split itself into two next year, turning NBCUniversal into a stand-alone entertainment company...
AI Trade Has Its First MAJOR CRACK as KOSPI Crashes 10%!
Miscellaneous
Ishan Majumdar
-
June 23, 2026
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
-
June 15, 2026
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.
-
June 12, 2026
On May 21st, somebody walked onto the options market and put $3.3 million on Tesla hitting $480 by June...
Oracle’s Earnings “Disaster” Is the BEST NEWS For The AI Infrastructure Trade!
Technology & AI
Ishan M.
-
June 11, 2026
Oracle reported after the bell last night. Here are the numbers. Revenue: $19.2 billion, up 21% year over year. Beat....
The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!
Miscellaneous
Ishan Majumdar
-
June 1, 2026
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.
-
May 30, 2026
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
-
May 22, 2026
By a margin of one vote — 215 to 214 — the U.S. House of Representatives passed the "One...