CIO Insights: This Is What A “DCB” Looks Like

SMCI - 1m Chart Extended Hours

‍Strong guidance by SMCI after market and an initial 16% surge is now morphing into a c7-8% drop in extended hours, and this is despite an above average guidance for the upcoming quarter. When growth stocks stop responding to growth guidance, it is worrisome. As noted in our report (If It Looks Broken, It Probably Is) at market turns, earnings also lose efficacy.‍

SMCI - 1m Chart Extended Hours

Source:TradingView

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Table of Contents

SMCI - 1m Chart Extended Hours

India’s Unloved Upside

The Succession Questions a Will Cannot Answer

Flows set the price, the narrative set the flows

Momentum, interrupted | Market commentary

Anthropic's S-1: Reading the Frontier-Lab Economics

Searching for the Certainty Premium! | The Beam: Weekly Market Narrative

The Financing Scare Isn’t a Demand Problem

The world is competing for capital | The Beam: Weekly Market Narrative

The New Gateway to Wealth Planning