Plus: Our latest read on Tesla's AI future and Google's massive infrastructure buildout...
Plus: our read on Tesla and Alphabet after a rough earnings week, and the early data on Amazon before next Thursday's report.
One signal flipped red this morning.
Tesla and Alphabet report this week — and we already scored every print.
Check out a Core Conviction deep dive, plus our latest read on Tesla, Amazon and Alphabet ahead of earnings
I had to ask our AI what this company even does.
Don't miss 9 themes on where the American consumer is actually spending, pulled from real demand across our universe. PLUS: viral robot hands, PepsiCo's fight against GLP-1s, and Robinhood's big moment...
Tesla's Delivery Beat, a Record Prime Day, Google Joins the Dow
A 21% selloff says the low-income squeeze is winning. Our demand data, and the consumer's own wallet, say the story is turning.
Plus -- don't miss this week's founders call, where Andy explains why we are still pounding the table on a core conviction stock...
The longevity theme is on fire. HIMS Is Surging. Here's How We Saw It Coming — And What You May Have Missed This Week
Meanwhile, Tesla expands autonomy, Amazon monetizes infrastructure, and Google spends big on AI...
