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What we write. Every week.

The latest pieces published on Substack, newest first. Open one and read the free part here; the rest is for subscribers.

Raw Memo7 minPaid

GBC Raw Memo #04

Everyone counts gigawatts. The bill arrives in something else entirely.

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Wall Street Radar22 minPaid

Wall Street Radar: Stocks to Watch Next Week · Volume 95

Market otium meets volatility: low-liquidity trading, sector rotation, and AI stock pullbacks. Plus CRWD analysis: cybersecurity growth, ARR strength, and momentum setup.

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Wall Street Radar20 minPaid

Wall Street Radar: Stocks to Watch Next Week · Volume 89

Markets flip: cash to conviction, rotation over collapse, SpaceX $2T IPO hype, disciplined entries, Okta breakout, data-driven trades shaping next moves in volatile Nasdaq week with smart capital deployment and high-probability setups. Stay ahead. Trade smarter now. Don’t chase. Wait.

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Wall Street Radar12 minPaid

Wall Street Radar: Stocks to Watch Next Week · Volume 88

Nasdaq crashes -4%, S&P breaks streak: extreme volatility wipes portfolios. One position survives the spotlight on GitLab (GTLB) and rare relative strength signals.

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Wall Street Radar18 minPaid

Wall Street Radar: Stocks to Watch Next Week · Volume 87

Volatile week, rotation doubts, break-even trades sting as MXL emerges as a high-speed data center play with strong growth, tight setup, and breakout potential soon

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Raw Memo5 minPaid

GBC Raw Memo #03

Three billion letters. One company that can read them all.

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