https://equibles.com/research/intel-the-465-7b-market-cap-attached-to-a-57-0b-money-losing-business-has-one-quarter-to-prove-the-q2-2026-reset-2026-07-25 Equibles Research en 2026-07-26T00:10:15Z Intel: The $465.7B market cap attached to a $57.0B money-losing business has one quarter to prove the Q2 2026 reset 2026-07-26 https://equibles.com/research/amd-at-171-1-earnings-is-the-cycle-s-most-multiple-expanding-bet-and-q2-2026-is-the-bar-2026-07-25 Equibles Research en 2026-07-26T00:10:03Z AMD at 171.1× earnings is the cycle's most multiple-expanding bet, and Q2 2026 is the bar 2026-07-26 https://equibles.com/research/micron-s-fq4-26-guide-of-50-0b-and-86-gross-margin-a-single-quarter-larger-than-every-full-year-through-fy2024-with-sk-hynix-s-p-t7-build-as-the-contestable-mirror-2026-07-23 Equibles Research en 2026-07-24T12:13:06Z Micron's FQ4-26 guide of $50.0B and 86% gross margin: a single quarter larger than every full year through FY2024, with SK hynix's P&T7 build as the contestable mirror 2026-07-24 https://equibles.com/research/sofi-s-47-2-drawdown-prices-a-credit-cycle-casualty-the-q1-2026-print-disproves-2026-07-21 2026-07-21 https://equibles.com/research/hims-hers-has-26-4-shorts-arguing-against-2-9b-of-guided-2026-revenue-the-q2-print-decides-whether-subscriber-growth-or-arpu-decay-wins-2026-07-19 2026-07-19 https://equibles.com/research/rocket-lab-backlog-is-converting-but-the-39b-market-cap-is-paying-for-a-neutron-debut-the-company-has-yet-to-validate-2026-07-16 2026-07-16 https://equibles.com/research/emergent-biosolutions-leveraged-biodefense-name-trades-like-a-narcan-story-while-international-mcm-mix-hits-37-2026-07-15 2026-07-15 https://equibles.com/research/alexandria-real-estate-equities-stress-event-priced-in-dividend-reset-is-the-test-2026-07-14 2026-07-14 https://equibles.com/research/stocks/amd https://equibles.com/research/stocks/arm https://equibles.com/research/stocks/avgo https://equibles.com/research/stocks/galdy https://equibles.com/research/stocks/hln https://equibles.com/research/stocks/intc https://equibles.com/research/stocks/jhpcy https://equibles.com/research/stocks/mu https://equibles.com/research/stocks/nvda https://equibles.com/research/stocks/skhy https://equibles.com/research/stocks/tak https://equibles.com/research/stocks/tsm