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Alphabet beat everything. The stock still fell.

Jul 23, 2026

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5 min read

Alphabet beat everything. The stock still fell.

Cloud grew 82%. Tesla's margins collapsed. SMCI landed $60B in orders. And Trump just put a clock on every pill in your cabinet.

Dio Pouerie, +1

Two earnings calls. $2 trillion in market cap on the line.

Jul 22, 2026

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5 min read

Two earnings calls. $2 trillion in market cap on the line.

Alphabet's secret EPS trick, Tesla's margin trap, and the oil market just lost its third escape route.

Dio Pouerie, +1

Jul 21, 2026

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5 min read

The $6 trillion week starts now

GM reports at 6:30 AM. SpaceX has lost $1 trillion. Korea triggered another circuit breaker. And Alphabet's capex number could reset the AI trade.

Dio Pouerie, +1

Jul 20, 2026

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5 min read

Oil breaks $90 and so does the AI story

A third American serviceman is dead, Brent is back above $90, Moonshot just gave semiconductors a DeepSeek flashback, and Uber goes shopping in Berlin.

Dio Pouerie, +1