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9 Prompts That Find Every Dead Deal Hiding in Your Pipeline

Aug 24, 2026

Johnson Controls Makes the Chillers Data Centers Actually Need. The Cash Flow Says Be Careful Anyway.

Johnson Controls Makes the Chillers Data Centers Actually Need. The Cash Flow Says Be Careful Anyway...

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Cummins Signed a Data Center Power Deal. The Market Still Prices It Like an Engine Company.

Cummins Signed a Data Center Power Deal. The Market Still Prices It Like an Engine Company.

Every A...

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CoreWeave: The Bear Case Against My Own Bullish Instinct

Four questions I am forcing myself to answer before I buy it. Steal them for your own tempting stock...

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The Chips Just Beat and Raised. The Stock Fell Anyway. Here's Why That's the Buy.

Today TSMC printed a record quarter. Revenue $40.20 billion against a $39.76 billion estimate, up 34...

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Selected Articles

SUNB: Pat Dorsey Put 11% of His Fund Into This Company. Is It a Buy?

SpaceX Is Now a Stock. Here's What the First Ten Weeks Actually Tol...

Compass Is Buying Its Way to a Real Estate Monopoly. The Profit Has...
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