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May 22, 2026

Nvidia beat everything. The stock fell anyway

On Wednesday night Nvidia printed the cleanest quarter of its life — record $81.6 billion in revenue and a Q2 guide that sailed past every estimate on the Street. By Thursday’s close the stock was down 1.8%.

By René Lauritsen

May 22, 2026

The AI duration map: what a 5% long bond does to each layer of the stack

Nvidia printed the best quarter in its history and the stock fell. That isn’t a story about Nvidia — it’s a story about the discount rate. Here is the whole AI stack, sorted by how far out its cash flows sit, and what a 19-year high in long-term yields does to each layer.

By René Lauritsen

May 20, 2026

The $3,400 cloud bill in 24 hours

One developer. One agent. Why three companies just bet against the cloud. Why your AI agent is moving off the cloud

By René Lauritsen

May 15, 2026

Everyone won this week. That's the problem.

Wednesday repaints the next quarter. Pick your path before then.

By René Lauritsen

May 15, 2026

Three catalysts, seven days, one print: the asymmetry going into NVDA earnings

Nvidia added a Switzerland-sized market cap in a week. Cisco proved AI revenue. Trump landed in Beijing with Jensen Huang on the plane. Three binary catalysts now stack into the next three trading days

By René Lauritsen

May 13, 2026

The exploit that gave itself away

It hallucinated its own CVSS score. Then it nearly worked.

By René Lauritsen