REVENUE GROWTH +26% $152.9M, beat estimates by ~11% ADJUSTED EBITDA +144% Year-over-year growth CASH FLOW 9-Year First First positive operating cash flow Q1 since FY18 BlackBerry Isn’t a Nostalgia Stock Anymore — It Just Posted Its Best Quarter in Nine Years The smartphone maker everyone wrote off has quietly rebuilt itself into a profitable software … Read more
The Scope · Solar Series · Part 1 of 3 The Solar Revolution 50 Years of Technological Breakthroughs — And Why the Industry Is Now Drowning in Its Own Success Solar panels have fallen from $100 per watt in the 1970s to under $0.10 today. That is not a typo. It is one of … Read more
🔋 ESS BATTERY SERIES — PART 1 OF 4 STATIONARY STORAGE PACK $70/kWh Down 45% in a single year (2025) LOWEST LFP CELL PRICE $36/kWh Lowest observed price globally LFP SHARE OF ESS 90%+ Of global battery energy storage systems Battery Storage Just Got 90% Cheaper Than 2010 — And That Changes Everything About the … Read more
PRIME DAY 2026 $26.4B Record sales, beat estimates AWS GROWTH 20.2% Re-accelerating cloud segment ANTHROPIC STAKE $13B Direct equity, not just a customer deal Amazon Isn’t a Retail Company Anymore — It’s Becoming an AI Infrastructure Giant Behind the steady stock chart and the familiar retail business lies a deliberate, multi-front transformation — and it’s … Read more
TOTAL INVESTMENT $1.3T Samsung + SK Hynix · 10-year plan SK HYNIX HBM SHARE 62% Global HBM market · NVIDIA’s #1 supplier HBM MARKET 2028 $100B Up from $35B in 2025 · ~40% CAGR BREAKING · JUNE 29, 2026 The Announcement That Shook Global Markets This Morning At 2:00 PM Monday Seoul time, South Korean … Read more