Caleb Monroe

Warner Bros Discovery Urges Shareholder Support for Netflix Offer Over Paramount Bid

Board cites financial and operational concerns amid competing acquisition proposals

Warner Bros Discovery has reiterated its recommendation that shareholders approve Netflix's $72 billion bid for its streaming and studio operations, d...

Evaluating XRP's Potential for Growth in 2026 and Beyond

Could Current Conditions Position XRP for Significant Long-Term Gains?

XRP encountered a turbulent 2025 in terms of price performance, but recent developments suggest the possibility of a significant rally in 2026. Key fa...

Warner Bros. Discovery Board Declines Paramount's Revised Hostile Acquisition Proposal

WBD reaffirms commitment to Netflix merger amidst concerns over Paramount's financing and takeover structure

Warner Bros. Discovery's board has once again rejected a revised hostile takeover bid from Paramount, reaffirming its preference for the existing merg...

Buy GRBK: Margin Cushion and Cash Flow Make Green Brick an asymmetric swing trade vs. leaner builders

Strong recent margins and cash generation give Green Brick a buffer while operational efficiency conversations heat up among peers

Green Brick (GRBK) is a tradeable long on the thesis that its outsized margins and consistent operating cash flow provide downside protection and upsi...

China Expands Trade Restrictions on Japan Amid Rising Political Strains

Beijing initiates probe on Japanese semiconductor chemical imports following military-related export bans, intensifying regional tensions

China has heightened trade tensions with Japan by starting an investigation into imports of dichlorosilane, a chemical crucial for semiconductor manuf...

Elon Musk Highlights Performance Priority for Upcoming Tesla Roadster, Downplays Safety Focus

Tesla CEO positions the Roadster as a high-performance vehicle rather than prioritizing safety, hints at innovative features and human-driven legacy

Tesla's CEO Elon Musk emphasized performance over safety in his recent discussion about the much-anticipated Roadster. He compared it to high-performa...

Fluence Energy: A Tactical Long on the AI Data‑Center Powering Station

Q3 proof-of-concept on margins and manufacturing scale — trade for a supply-chain and AI-driven demand squeeze play.

Fluence (FLNC) just posted a meaningful quarter where revenue recovered to $602.5M and gross margin expanded to ~14.8%, driven by better project mix a...

Reevaluating Social Security: Why Claiming Benefits at 70 May Not Be the Optimal Choice

A closer look at the timing of Social Security claims and its impact on lifetime benefits

Many retirees aim to maximize their Social Security benefits by delaying claims until age 70, the point of maximum monthly payout. However, recent per...

Meta 2026 CapEx Call: Why I Model $111B and Think Overbuild Fears Are Overstated

A trade idea: enter on weakness, respect a tight stop, play AI-driven monetization + disciplined balance sheet

I estimate Meta will spend about $111B in 2026 on capital investments (data centers, power, AI servers). That is a step up from the trailing four-quar...

Wall Street Analysts Adjust Tilray Brands Forecasts Ahead of Q2 Earnings Release

Market watchers anticipate modest revenue growth amid widening losses for cannabis producer Tilray.

Tilray Brands, Inc., a Canadian cannabis company, is set to report its second-quarter earnings on January 8, 2025. Analysts forecast a quarterly loss ...