The Latte

Tempus AI $TEM Is Down 50%. The Business Isn’t.

The market reset sentiment — not the moat

The Two-Week Window

A fragile ceasefire lifts markets as inflation and conflict linger

Navan $NAVN: The Overlooked, Newly-Listed AI/Tech Platform

A unified system replacing legacy infrastructure one workflow at a time

A Break in the Storm

Stocks snap a five-week losing streak—but inflation and geopolitics still loom

Bloom Energy $BE After the 5x Run

Opportunity reset

A Market Caught Between Hope and Risk

Ceasefire signals spark rallies — but uncertainty keeps pressure on equities.

York Space Systems $YSS: A Manufacturing Bet on the Space Economy

Industrializing space at scale

The Week Everything Moved at Once

Oil shocks, a hawkish Fed, and gold in freefall test investor resolve

Oddity Tech's 85% Collapse Has Created a Contrarian Buying Opportunity

The stock has crashed 85%, but the business may be more resilient than the market thinks.

The Week Oil Took Over the Market

Geopolitics, GDP downgrades, and inflation fears drive volatility.

Data Center Networking: The next multi-billion dollar AI bottleneck no one is talking about yet

Gridlocked: How Utility Stocks Became the Unlikely Winners of the AI Race