Weekly takes on what's actually moving

Each week we pull a stock that's in the news, run it through the model, and give the honest read — what the survival, growth, and valuation gates say, and the verdict. No hype. Every number traces back to a source.

Is SpaceX (SPCX) Already Overvalued After Its $75B IPO?

SPCX shattered IPO records and crossed $2T in market cap on day one. Our three-gate scan says the price has lapped the fundamentals.

Vistra (VST): AI Power Play or Overpriced Utility?

Vistra (VST) sits at the intersection of AI power demand and a leveraged generation balance sheet. Our model scores it a Quality Compounder — GOOD, not WOW.

Marvell (MRVL): Does Jensen's Trillion-Dollar Call Hold Up?

Jensen Huang's trillion-dollar endorsement supercharged MRVL, but our three-gate scan says the growth is real and the price is the problem.

Is Tesla (TSLA) Overvalued Despite Robotaxi Promises?

Tesla's balance sheet is fortress-grade and robotaxis are finally on roads in three cities — but the multiple is pricing a future the numbers haven't delivered. Our model returns a YUCK.

Is the Nasdaq in a Bubble? CAPE Says Yes, History Says Maybe

The CAPE ratio is screaming. AI earnings are real. We pull apart what the valuation math actually tells you about the Nasdaq in 2026 — and what it doesn't.

Reddit (RDDT) on WSB's 2026 List: Worth Following In?

WSB's 2025 basket returned 76% and Reddit (RDDT) made the 2026 list. We ran it through Survival, Growth, and Valuation — the verdict is MEH.

Why Did Anthropic Pull Claude Fable 5 and Mythos 5? The US Export Order, Explained

Anthropic shut off its two newest frontier models, Claude Fable 5 and Mythos 5, after a US export control directive barred foreign nationals from using them. A walkthrough of what the order does — and what it doesn't.

Is NVIDIA a Bubble? What the Numbers Actually Say

Everyone's calling NVIDIA an AI bubble. We ran the numbers — and a bubble is price without earnings. NVDA is the opposite problem. The real risk isn't a pop; it's the quiet turn to cyclical.

Run any ticker through the model yourself

Create a free account and open the stock you actually care about.

Create a free account