We don't follow the herd.

SK Hynix's Q3 operating margin rose to 80% quarter on quarter. That confirms that the mid-October worry that 'slowing price rises mean the cycle has peaked' does not show up in the Q3 numbers. Hynix has locked up more than 50% of its 2027-2028 capacity under long-term contracts, faster than Micron (35%, targeting 50%…

The numbers in Tesla's quarterly FSD safety report keep improving, but they are still self-reported. Texas Robotaxi registrations have topped 1,000, with Cybercabs outnumbering Model Ys for the first time, yet growth comes almost entirely from one city, Austin. In South Korea only a fifth of Teslas can legally use…

Anthropic's S-1 spells out SpaceX compute contracts worth up to $120.5 billion, but from 2027 they can be terminated on just 90 days' notice, which lowers the certainty of the $63 billion order backlog. The Federal Communications Commission (FCC) has approved Amazon's acquisition of Globalstar, moving direct-to-cell…

Growth accelerated in Q3 2026 and profit grew faster still: GAAP revenue rose 44% and net income 73%, the 12th consecutive profitable quarter. The membership flywheel is speeding up, with members up 35%, products up 44% and products per member rising to 1.56. Loan originations, up 71%, are the main engine. Credit…

France's Atos has launched Genesis Intelligence and Codex, a direct imitation of Foundry/AIP's 'ontology, model neutrality and air-gapped deployment'. It supports the view that Palantir's moat sits in the ontology layer, not the model layer. But concrete domestic alternatives are now emerging in the European…