The Read: 2% on strong quarterly revenue driven by high aluminum prices and smelter restarts despite tariff concerns, then surged about 10.
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Scouting Reports

The SaaS Capex Trap: Software's AI Monetization Reckoning
Jul 2, 2026
Michael Burry has trained his sights on the AI infrastructure trade, packaging new short bets against heavy machinery and a major chip ETF (because nothing says 'secular growth' like shorting Caterpil
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Tech's Borderless Margins Meet the 100% Tariff Wall
Jun 27, 2026
The trade war just went digital. On Friday afternoon, President Donald Trump threatened 100% tariffs on any nation imposing a digital services tax on American tech firms reuters . This is not a weeken
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Why Mega-Cap Tech's Rate Immunity Is Fading
Jun 6, 2026
The violent drawdown sweeping across tech—cleaving over 4% from the Nasdaq today—is not a crisis of technological innovation. It is a mathematical reckoning. Investors are stripping the premium from l
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