Featured research
Micron Q3 FY2026: Record Revenue, Record Margins — Why Memory Is the New Oil
Micron just printed the biggest quarter in memory-industry history: $41.46B revenue, $25.11 EPS and 84.9% gross margins. HBM supply is sold out into 2027 — here's what it means for the whole AI complex.
Jul 2, 2026 · 7 min read · FurlPay Research
Latest insights
12 published
Q2 2026 Earnings Season Preview: Big Tech Reports — What to Watch
Banks kick off July 14–15, then the five hyperscalers report in an eight-day window: Alphabet Jul 22, Microsoft & Meta Jul 29, Apple & Amazon Jul 30. S&P 500 earnings are tracking +22% YoY — the strongest since 2022.
Jul 3, 2026 · 6 min read
5 AI Infrastructure Stocks Powering the $2T Buildout
The AI datacenter buildout is now a ~$2 trillion capital cycle spanning chips, memory, networking, power and cooling. These five names sit at the chokepoints.
Jul 1, 2026 · 8 min read
S&P 500 at All-Time Highs: Is the Rally Sustainable?
The index sits at records with earnings growing 22% — but leadership is narrow, valuations are full, and the Fed hasn't cut since March. A framework for staying invested without being complacent.
Jun 30, 2026 · 6 min read
The Semiconductor Supercycle: Why MU, AVGO and QCOM Are Structural Longs
This isn't the 2021 chip shortage rerun. Memory pricing power, custom-silicon backlogs and edge-AI attach rates have changed the sector's earnings power for a decade.
Jun 28, 2026 · 7 min read
Bitcoin Post-Halving: On-Chain Metrics Signal Accumulation Phase
Fifteen months after the 2024 halving, BTC consolidates near $61K while long-term holder supply hits records and exchange balances sit at seven-year lows. The on-chain picture says accumulation, not distribution.
Jun 27, 2026 · 6 min read
Dividend Kings for 2026: Stocks That Pay You While You Sleep
Fifty-plus years of uninterrupted dividend growth is a survivorship filter money can't buy. Five kings worth owning now, plus the ETF shortcut.
Jun 25, 2026 · 6 min read
Solana vs. Ethereum L2s: Where Is DeFi Capital Flowing in 2026?
Solana leads in DEX volume and new-user onboarding; Ethereum's L2s lead in TVL depth and institutional rails. The capital-flow data says the answer isn't either/or.
Jun 24, 2026 · 7 min read
Tesla's FY2026 Robotaxi Revenue: Hype or Inflection?
Austin and Bay Area robotaxi zones are live and expanding, but robotaxi is still <2% of revenue. The stock prices the 2030 story — the July 22 print will test the 2026 one.
Jun 22, 2026 · 6 min read
Robinhood Chain Launch: What Tokenized Stocks Mean for Retail Investors
Robinhood's L2 brings tokenized US equities to Europe with 24/7 settlement, and Coinbase is racing to follow. Tokenization is the first credible rewrite of market plumbing since ETFs.
Jun 20, 2026 · 6 min read
Fed Holds Rates Steady: What the July FOMC Means for Your Portfolio
The Fed has been on hold since March with the policy rate at 3.25–3.50%. Sticky services inflation vs. a cooling labour market — here's the asset-by-asset playbook for the pause.
Jun 18, 2026 · 5 min read
Energy Sector Deep Dive: Oil Majors vs. Clean Energy ETFs in 2026
Oil majors are cash machines at $78 Brent; clean energy is finally profitable because AI datacenters will buy every electron. The 2026 answer is owning the megawatt, however it's made.
Jun 15, 2026 · 7 min read
Latest earnings coverage
View all →Q2 2026 Earnings Season Preview: Big Tech Reports — What to Watch
Banks kick off July 14–15, then the five hyperscalers report in an eight-day window: Alphabet Jul 22, Microsoft & Meta Jul 29, Apple & Amazon Jul 30. S&P 500 earnings are tracking +22% YoY — the strongest since 2022.
Jul 3, 2026 · 6 min read
Micron Q3 FY2026: Record Revenue, Record Margins — Why Memory Is the New Oil
Micron just printed the biggest quarter in memory-industry history: $41.46B revenue, $25.11 EPS and 84.9% gross margins. HBM supply is sold out into 2027 — here's what it means for the whole AI complex.
Jul 2, 2026 · 7 min read
Stock picks & analysis
View all →5 AI Infrastructure Stocks Powering the $2T Buildout
The AI datacenter buildout is now a ~$2 trillion capital cycle spanning chips, memory, networking, power and cooling. These five names sit at the chokepoints.
Jul 1, 2026 · 8 min read
Dividend Kings for 2026: Stocks That Pay You While You Sleep
Fifty-plus years of uninterrupted dividend growth is a survivorship filter money can't buy. Five kings worth owning now, plus the ETF shortcut.
Jun 25, 2026 · 6 min read
Tesla's FY2026 Robotaxi Revenue: Hype or Inflection?
Austin and Bay Area robotaxi zones are live and expanding, but robotaxi is still <2% of revenue. The stock prices the 2030 story — the July 22 print will test the 2026 one.
Jun 22, 2026 · 6 min read