Meta: The Agentic Density Arbitrage, The Blackwell Gap, And The Asset Useful Life Paradox

Meta is rated a Strong Buy, with current valuation dislocation driven by accounting noise and misunderstood CapEx cycles.

S&P 500 Stalls Below 7,000 as Bulls Await Catalyst — Jobs Data, Earnings Hold Key

After finally testing the 7,000 level, S&P 500 Futures have pulled back amid profit-taking at this psychologically important area. The 7,000 level also converges with the 161.8% Fibonacci extension of ...