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📈 Novartis Drops $12B on RNA Bet

📈 Novartis Drops $12B on RNA Bet

Novartis just made its biggest bet in over a decade on RNA muscle therapeutics.

Evelio Silvera
Evelio Silvera
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📈 Tesla's AI5 is the Miss Worth Celebrating

📈 Tesla's AI5 is the Miss Worth Celebrating

While Tesla's stock tumbled 5% on a four-cent earnings miss, the company quietly revealed it's building enough custom AI chips to potentially obsolete its Nvidia dependency.

Evelio Silvera
Evelio Silvera
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📈 Netflix's $619M Red Herring

📈 Netflix's $619M Red Herring

Wall Street panicked over Netflix's earnings miss Tuesday, once again confusing accounting noise with business reality—and that's when patient investors should lean in.

Evelio Silvera
Evelio Silvera
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📈 Cleveland-Cliffs' Rare Earth Bet

📈 Cleveland-Cliffs' Rare Earth Bet

When a century-old steel maker pivots to rare earths and rockets 20%, you're watching either a value discovery or a fever dream.

Evelio Silvera
Evelio Silvera
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📈 Apple's Upgrade Cycle Actually Works

📈 Apple's Upgrade Cycle Actually Works

The smartphone upgrade cycle was supposedly dead—but Apple just proved consumers will pay when you deliver real value.

Evelio Silvera
Evelio Silvera
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📈 United's Soaring Margins, Grounded Valuation

📈 United's Soaring Margins, Grounded Valuation

United Airlines has engineered a genuine margin miracle—yet trades 37% above its calculated fair value.

Evelio Silvera
Evelio Silvera
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📈 TSMC's $14.8B Reality Check

📈 TSMC's $14.8B Reality Check

TSMC's 39% earnings surge proves that in the AI gold rush, the real fortunes belong to the proprietor selling pickaxes.

Evelio Silvera
Evelio Silvera
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📈 ASML: AI Boom Meets China Chill

📈 ASML: AI Boom Meets China Chill

The company that makes the machines that make the chips that power artificial intelligence just told investors it can weather a geopolitical storm

Evelio Silvera
Evelio Silvera
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📈 Wall Street's $10B Quantum Bet

📈 Wall Street's $10B Quantum Bet

JPMorgan Chase just validated quantum computing as a legitimate portfolio consideration

Evelio Silvera
Evelio Silvera
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📈 Bankers Rake In, Brace Out

📈 Bankers Rake In, Brace Out

Wall Street's biggest banks are about to report earnings that would make Midas jealous—yet their own CEOs are quietly backing toward the fire exits.

Evelio Silvera
Evelio Silvera
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📈 Delta's Cabin Wars: Premium Wins

📈 Delta's Cabin Wars: Premium Wins

Delta's Q3 results reveal how serving customers with inelastic demand compounds returns even as the consumer economy fragments.

Evelio Silvera
Evelio Silvera
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📈 Verizon's Space Gamble Bypasses Musk

📈 Verizon's Space Gamble Bypasses Musk

Verizon just placed a multimillion-dollar wager that your next phone call might route through space instead of a cell tower

Evelio Silvera
Evelio Silvera