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Casimir Stone

🎮 GME All Over Again?
Links We Liked

🎮 GME All Over Again?

Plus, does the Inverse Cramer apply to his prediction market takes?

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Jan 24, 2026
📊 Research: Solar Sons AI
Saturday Report

📊 Research: Solar Sons AI

Plus, William Blair’s memory “supercycle” winner, a stock Morgan Stanley says has “ongoing execution issues”, Netflix’s new deal, the top IPOs of tomorrow, and more.

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Jan 24, 2026
🔊 Market Review and Preview
Market Updates

🔊 Market Review and Preview

Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.

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Jan 23, 2026
Electronic Warfare, Real Cash
Investment Ideas

Electronic Warfare, Real Cash

A fast-growing battlefield niche could become a real earnings driver for CACI.

Jan 23, 2026
Why Banks May Not Be Rate-Cap Losers
Sunday Spotlight

Why Banks May Not Be Rate-Cap Losers

Credit-card rate caps could pressure banks but history suggests compromise.

Jan 23, 2026
Housing Affordability Is A Zero-Sum Game
Sunday Spotlight

Housing Affordability Is A Zero-Sum Game

Fixing housing affordability requires trade-offs policymakers struggle to accept.

Jan 22, 2026
The Next Cyber Risk No One Modeled
Sunday Spotlight

The Next Cyber Risk No One Modeled

Autonomous AI agents create powerful new cybersecurity vulnerabilities.

Jan 22, 2026
Sphere Is On A Roll
Investment Ideas

Sphere Is On A Roll

BTIG says SPHR is building a scalable growth engine beyond the Strip.

Jan 22, 2026
Big Oil Done Right
Investment Ideas

Big Oil Done Right

JPMorgan says Chevron’s execution is finally showing up.

Jan 21, 2026
Make Hay While the Solstice Shines
Investment Ideas

Make Hay While the Solstice Shines

A fresh spinoff gets a fresh upgrade, citing a very unusual moat.

Jan 20, 2026
Caught in the Crossfire
Investment Ideas

Caught in the Crossfire

Politics rattled the stock, but the fundamentals barely flinched.

Jan 19, 2026
🛒 AdGPT
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🛒 AdGPT

Plus, how analysts feel after saying 100bps instead of 1% for the first time...

Jan 17, 2026
📊 Research: Future Mobility's GPT Moment
Saturday Report

📊 Research: Future Mobility's GPT Moment

Plus, why Wells Fargo sees a turnaround for DraftKings, Morgan Stanley’s casualty of the “grocery wars”, and more.

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Jan 17, 2026
🔊 Market Review and Preview
Market Updates

🔊 Market Review and Preview

Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.

Paid
Jan 16, 2026
🇰🇷 Coupang Through The Storm
Investment Ideas

🇰🇷 Coupang Through The Storm

Headlines turned toxic for this Korean retail giant, but customers didn’t leave — leaving analysts rethinking the risk.

Jan 16, 2026
When Passengers Shrink, Profits May Grow
Sunday Spotlight

When Passengers Shrink, Profits May Grow

Weight-loss drugs could quietly reduce fuel costs across major US airlines.

Jan 15, 2026
Valuations Might Not Actually Matter
Sunday Spotlight

Valuations Might Not Actually Matter

An award-winning finance writer argues valuations are starting points, not forecasts.

Jan 15, 2026
Can Cash Flow Lie?
Sunday Spotlight

Can Cash Flow Lie?

A recent collapse shows objective metrics can hide stark subjectivity.

Jan 15, 2026
☁️ Breach Then Bounce
Investment Ideas

☁️ Breach Then Bounce

Is this firm's recent breach a security scare or a buying window?

Jan 15, 2026
🔲 Chips Are Down
Investment Ideas

🔲 Chips Are Down

KLA Corporation has been one of the standout winners in semiconductor equipment. Bernstein says its run might not be over.

Jan 14, 2026
📟 See The Vision
Partner Content

📟 See The Vision

A small-cap is taking aim at one of the largest defense shifts in decades.

Jan 14, 2026
👽 More Than Memes
Investment Ideas

👽 More Than Memes

How is the internet's favorite forum turning data into dollars?

Jan 13, 2026
⬆️ Double Up
Investment Ideas

⬆️ Double Up

Why Morgan Stanley just hit the upgrade button twice on this cyber security stock.

Jan 12, 2026
🇪🇺 Europe’s High Bar
Investment Ideas

🇪🇺 Europe’s High Bar

Our three Sunday stories include a high-conviction Europe screen, a growth stock resetting expectations, and a global shakeup that could keep metals running.

Jan 11, 2026
🥊 Inverse Cramer vs. Pelosi Trade
Links We Liked

🥊 Inverse Cramer vs. Pelosi Trade

Our 5 top tweets of the week include Wall Street's 'jump the shark' moment, why diversification doesn't always work, the prediction market problem in a nutshell, and more.

Jan 10, 2026
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