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Trump Targets Drugs | Russia Hit | Tesla Drops

Apr 2, 2026

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11 min read

Trump Targets Drugs | Russia Hit | Tesla Drops

The story didn’t change. The details did. That’s where the read sits now.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Lilly vs Novo | Trump Talks War | China Bottleneck

Apr 2, 2026

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12 min read

Lilly vs Novo | Trump Talks War | China Bottleneck

The morning wasn’t about what was said. It was about what held. The reaction told a clearer story than the message itself.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Iran Threatens Nvidia | Anthropic Wins | Chevron Deal

Apr 1, 2026

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11 min read

Iran Threatens Nvidia | Anthropic Wins | Chevron Deal

What looked contained just spread wider. Not all at once, but enough to change how companies think about where they operate and what they rely on.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Tariff Fallout | Nike Margin Hit | OpenAI Growth Push | SpaceX Demand

Apr 1, 2026

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10 min read

Tariff Fallout | Nike Margin Hit | OpenAI Growth Push | SpaceX Demand

The biggest names delivered strong numbers. The market didn’t respond the way it used to. That gap is where the real signal is sitting right now.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Gas Hits $4 | CoreWeave Deal | Helium Shortage

Mar 31, 2026

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9 min read

Gas Hits $4 | CoreWeave Deal | Helium Shortage

Trump said the war can end with Hormuz still closed, CoreWeave got investment-grade debt backed by GPU chips for the first time, and helium shortages are hitting chip production with no easy substitute.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
GM Cuts EV | Nasdaq Bends Rules | Gulf Liquidates Bonds

Mar 31, 2026

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10 min read

GM Cuts EV | Nasdaq Bends Rules | Gulf Liquidates Bonds

GM idled its EV plant and added truck shifts on the same day, Nasdaq changed its index rules to win a SpaceX listing, and Gulf governments are selling Treasurys not because they've lost faith in the dollar but because they need cash right now.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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