AMD's comeback in numbers: from a $1.62 stock to taking on Nvidia
AMD's stock closed at $1.62 in July 2015 and $534.74 on Oct 20, 2026, about 330x; Nvidia's data center sales are still about 12x AMD's.
Oct 21 · 3 min
Essays
The long, argued pieces — grounded in real, dated public disclosures.
Coffee in five years: arabica up 46%, ground coffee about double
From Sep 2021 to Sep 2026, a pound of ground coffee in US stores rose 97%, about double; arabica beans rose 46% and all prices 23%.
Oct 21 · 3 min
What Americans Spend on Their Pets: $158 Billion in 2025
Americans spent about $158 billion on their pets in 2025 by APPA's count, led by food at $68.3 billion and vet care and products at $41.0 billion.
Oct 21 · 3 min
Netflix Q3 2026: profit beat its own forecast, the outlook came lower
Netflix's Q3 2026 operating margin was 34.6% vs its 33.2% forecast, but it now sees 11.5% Q4 growth and about $2.7B in 2026 ad revenue, not $3B.
Oct 21 · 3 min
Foursquare's rise and fall: a reported $650M, then $0 for shareholders
Foursquare was valued at a reported $650M in 2013. In the 2026 Infillion sale, shareholders got $0, per co-founder Dennis Crowley.
Oct 21 · 3 min
SpaceX Q3 2026: $4.4 billion net income vs $1.57 billion expected
SpaceX made $4.4 billion of net income in Q3 2026, about 2.8 times the $1.57 billion analysts expected, as reported by Reuters.
Oct 20 · 3 min
Nintendo's comeback in numbers: from operating losses to record sales
Nintendo's net sales hit a record 2,313.0 billion yen in the year to March 2026, about 26% above the Wii-era peak, after three years of operating losses.
Oct 20 · 3 min
Kodak built the first digital camera: what Kodak is worth today
Kodak's market value was about $874M as of Oct 19, 2026, down about 97% from about $31B at its 1997 high (computed, nominal dollars).
Oct 20 · 3 min
Most Valuable Brands, 2000 vs 2025: Who Left the Top 10 (Interbrand)
Interbrand's #1 brand was Coca-Cola at $72.5B in 2000 and Apple at $470.9B in 2025. Only 3 of the 2000 top 10 are still in the top 10.
Oct 20 · 2 min
Robot chips beyond Nvidia: did eight chipmakers beat it last year?
Four of eight robot-chip makers beat Nvidia's 18% share price gain from Oct 16, 2025 to Oct 16, 2026, led by Analog Devices at 64%.
Oct 19 · 1 min
How much of Take-Two's revenue comes from in-game spending?
In-game spending was 78.1% of Take-Two's net revenue in fiscal 2026, up from 25.8% in fiscal 2017. At EA, live services were 71%.
Oct 19 · 1 min
Who Makes Money From GLP-1 Drugs, and Are They New?
Eli Lilly, by far: tirzepatide brought in $14.9 billion in Q2 2026. GLP-1 drugs are not new; the first was approved in 2005.
Oct 19 · 1 min
What a Home Battery Costs per kWh, and What One Day Off-Grid Takes
EnergySage quotes in H1 2026 averaged about $1,159 per kWh for an installed US home battery; one day off-grid takes about $34,000 in batteries.
Oct 19 · 1 min
What a Million Streams Pay on Spotify, Apple Music and YouTube
By the last published figures, a million streams were worth about $10,000 on Apple Music (2020), paid to labels and publishers first.
Oct 19 · 1 min
LEGO's comeback: from deep losses to outselling Mattel and Hasbro
LEGO went from a DKK 1.8 billion loss in 2004 to about $12.6 billion of revenue in 2025, above Mattel and Hasbro's $10.0 billion combined, in dollars.
Oct 19 · 1 min
Is Starlink becoming a mobile carrier? Not yet. What SpaceX is buying
Not yet: Starlink sells phone coverage through about 30 carriers, but the FCC approved 15,000 phone satellites and SpaceX agreed to a $19.6B airwaves deal.
Oct 19 · 1 min
Dividend Aristocrats: 69 S&P 500 Companies With 25+ Years of Raises
At the end of June 2026, 69 S&P 500 companies had raised dividends for 25+ years. P&G is at 70 years of raises, Coca-Cola at 64.
Oct 19 · 1 min
Who Makes Robot Joint Parts? 12 US-Listed Makers and Their Past Year
11 of 12 US-listed robot joint parts makers rose from Oct 16, 2025 to Oct 16, 2026, median share price gain 34%: NN Inc +88%, Columbus McKinnon -1%.
Oct 19 · 1 min
Top S&P 500 Stocks of 2026 So Far: Moderna Up 639% Through October 16
So far in 2026, Moderna is the top S&P 500 stock, up 639% in price from Dec 31, 2025 to Oct 16, 2026, versus 11.9% for the index.
Oct 19 · 1 min
The ETFs That Beat the S&P 500 and Nasdaq So Far in 2026
Of 80 popular ETFs checked, a Brent oil fund rose 137.3% from Dec 31 to Oct 16, 2026, against 11.9% for the S&P 500 index.
Oct 18 · 1 min
PEG ratio screener: what the ratio needs and where it breaks
A PEG below 1 often rests on one unusual year: a loss, a one-off gain, a first profit. How stocks-llm derives its PEG and what to check on a PEG screen.
Oct 11 · 5 min
How to combine fundamental and technical filters in one stock screen
A combined screen keeps only companies that pass every filter. When P/E, yield and RSI all react to a falling price, the list fills with one kind of company.
Oct 06 · 6 min
What is inside an ETF: how to read holdings and spot concentration
ETF holdings show what a fund owns, how much sits in its ten largest positions, and how old the list is. How to read them, with examples from SEC filings.
Sep 21 · 5 min
"Is this stock a good buy?" How to turn that into questions you can check
No tool can say if a stock is a good buy. Five smaller questions can be checked: earnings, price, growth, debt and what the price has already done.
Sep 18 · 4 min
Short squeeze stocks: how to read a watchlist, and what short interest cannot tell you
Short squeeze stocks need heavy short interest, a narrow exit and a rising price at once. How to read each number, and why the data is always weeks old.
Sep 18 · 5 min
Dividend stock screener: yield, streak and growth answer three different questions
A dividend stock screener can rank by yield, streak or growth, and each returns a different list. What each one measures, and where it misleads.
Sep 18 · 5 min
The Fed raised rates on September 16. Why markets barely moved
The Fed hiked a quarter point to a 3.75% to 4.00% range on a 12-0 vote and projected one more increase this year. The S&P 500 fell 0.45% and recovered by Thursday morning. The decision, the new…
Sep 17 · 7 min
What is the Fed's next move? The data behind the September 16 decision
CPI at 3.4%, core PCE at 3.3%, FedWatch near 90% for a hike. The inflation, jobs, yield and sector data behind the Fed's September 16 decision.
Sep 14 · 7 min
How to compare stocks on the metrics that actually differ
A useful stock comparison aligns definitions and dates, narrows to the metrics that differ, and treats each difference as a research prompt.
Aug 29 · 2 min
Screening stocks around the 200-day moving average
What position relative to the 200-day moving average means, four screen variants that ask sharper questions, and the limits of trend filters.
Aug 29 · 3 min
How to use congressional trade disclosures in company research
What a House periodic transaction report contains, what it cannot tell you, and how to use disclosed trades as context instead of a copy-trading feed.
Aug 29 · 3 min
How to research insider buying without treating it as a buy signal
What SEC Forms 3, 4 and 5 actually disclose, why open-market purchases matter more than sales, and a workflow that uses insider buying as a research prompt.
Aug 29 · 3 min
What a stock analysis agent should do before it makes a claim
Five behaviors that separate a research-grade stock analysis agent from a fluent one, and a concrete test you can run on any of them.
Aug 29 · 3 min
What AI stock research can verify and what it cannot
AI stock research is useful exactly as far as its output can be traced to dated, sourced records. How to pressure-test an AI research answer before trusting it.
Aug 29 · 3 min
AI stock screeners: turn a question into a company list
How an AI stock screener turns a research question into a verifiable company list, four queries worth trying, and the checks to run before relying on a result.
Aug 13 · 5 min
Why $NET is the most interesting bet on the machine run internet
Not investment advice. This is a bull case, and bull cases are biased by construction. Here it is anyway, weaknesses included.
Aug 13 · 8 min
Michael Burry's AI shorts: what the vindication story leaves out
Everyone is retelling the Michael Burry story this week as vindication, the man who called 2008 is still short the AI trade, still adding to it, and the trade still hasn't broken him. Look closer…
Aug 13 · 5 min
Three Fed Officials Voted to Hike. The Market Just Had Its Best Week in Months Betting They Are Wrong.
Payrolls fell 23,000, the S&P 500 closed at a record 7,757.64, and three FOMC members still voted for a hike. Wednesday CPI decides which side of that disagreement is right.
Aug 10 · 4 min
Palantir's Pop Was Mechanical. The Pause Is the Signal.
PLTR grew 93% and jumped 29.5%, its best day since 2024. The pop was short covering; holding the move is the real signal, and at 47x guided sales the multiple got richer, not cheaper.
Aug 05 · 6 min
SPCX Just Beat Every Number and the Stock Fell Anyway
SpaceX beat every estimate in its first public earnings report and the stock fell anyway. The segment breakdown behind the reversal is the fault line running through Rocket Lab, Iridium, and AST…
Aug 05 · 6 min
The KOSPI Just Had One of the Fastest Bear Markets in History. Meta's Earnings Are the Bigger Warning.
The world's most valuable chip stocks lost more than $1 trillion in market value in three trading days this week. Hours later, $META reported a quarter that should worry the AI trade more than…
Jul 29 · 6 min
Zuckerbergs WSJ Op-Ed, Muse Spark, and the Fight Over Who Controls AI
$META CEO Mark Zuckerberg published an op-ed in the Wall Street Journal on Tuesday, one day before Meta's Q2 earnings call. He wrote that the rise of artificial intelligence should be used to…
Jul 28 · 6 min
Claude for Stocks
General chat models hedge on stock questions because retrieval, not reasoning, is the bottleneck. stocks-llm.com screens 3,145 US-listed companies in plain English over a deterministic engine that…
Jul 25 · 6 min
IonQ, Rigetti, D-Wave, Quantinuum: Same Sector, Five Bets, Zero Winners
In May, Washington started taking equity in quantum-computing companies instead of writing grants. Underneath the headline: five different architectures are racing, none has won, and the market…
Jul 25 · 7 min
Every Stock Screener Makes You Speak Robot. Here's the Market in Plain English.
The market in plain English: seven searches you type the way you'd say them — stocks on their 200-day, oversold, overbought, near 52-week highs, biggest pullbacks, golden/death crosses — each…
Jul 24 · 4 min
The AI Selloff Isn't About Demand. It's About Who Keeps the Margin.
This week's chip selloff isn't fear of collapsing AI demand — it's the supply chain repricing who keeps the margin, from Nvidia and AMD to Google's TPUs and Nebius.
Jul 23 · 6 min
What Running Agents at Scale Actually Teaches You About Shortage
We host our own agents and our own knowledge base. Not a demo. A real stack, running every day, with real bills and real failure modes nobody warns you about before you build one.
Jul 23 · 9 min
Why SaaS Won't Come Back Yet
$NOW reported Q2 2026 earnings after the close today, and beat the high end of guidance on every headline growth and profitability metric it publishes. Total revenue hit $3.987 billion versus…
Jul 22 · 7 min