From the desk

Research

Explainers and data work from the desk. Free to read, built from public filings, market prices and our own graded call history.

ExplainerAI capex: where every dollar flowsThe AI buildout in eleven layers, from the hyperscalers writing the checks to the software that earns it back. Each layer shows what it does, who plays in it, and how big every company is next to its peers.91 companies · Aug 7, 2026 closeRead →Desk reportThe State of FinTwitWhat our graded call history says about the people posting trades online: who holds up, which claims survive real prices, and how fast an edge decays.Monthly · 2 editions ReferenceHow we grade every callThe rules behind every number: how a post becomes a call, which price counts as the entry, and how the result settles seven trading days later.Always current