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For years, the market viewed BYD as the "budget" alternative to Tesla—a battery company that happened to make cars. In 2026, that narrative has flipped.Read more

I have been reviewing Volta Metals ’ recently updated Springer REE deposit mineral resource estimate (https://www.voltametals.ca/s/VLTA-NR-2026-02-23.pdf) and wanted to contextualize its scale on an in-situ value basis relative to more conventional precious and base metal deposits. In the independent Springer resource estimate conducted by SLR Consulting, a net metal revenue (“NMR”) of C$159/t is applied to the 56.6 Mt of indicated resources and C$128/t to the 119.5 Mt of inferred resources, implying a combined in-situ value of approximately C$24.3 billion.Read more

Chewy (CHWY) finds itself in a period of consolidation today, March 19, 2026, as the market prepares for its upcoming fiscal fourth-quarter results. The stock closed the session at $24.27 USD , down a marginal 0.25% , reflecting a broader "wait-and-see" approach from institutional investors.Read more

Catalysts The primary driver is the shift from a major development cycle to a release cycle for the recent Crimson Desert release, albeit one with a slow-burn rebound trajectory similar to Cyberpunk 2077. This is boosted by a following release within ~3 years of DokeV (another AAA/AA title with big potential) Crimson Desert Launch: Currently at relatively high steam user count (218,633 concurrent) and review level, but hasn't met the expectations - e.g. millions of copies vs 1000,000's of thousands.Read more

Par Pacific Holdings, Inc. (PARR): The Regional Energy Arbiter – Capturing the Island & Rockies Premium Par Pacific Holdings, Inc.Read more

There's an old investing adage I keep coming back to: it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. Intuit is, by nearly every measure, a wonderful company.Read more

Constellation Energy Corp. (CEG) is currently the definitive "Pure-Play" on the intersection of carbon-free baseload power and the artificial intelligence revolution.Read more

Main Assertion TSMC is undervalued. That might be insane for the a top 10 largest company in world by market cap, but a basic considering of the facts and status within the broader economy makes this self-evident: TSMC is NOT merely a cyclical semiconductor manufacturer; it is critical infrastructure for the global digital economy.Read more

Berkshire Hathaway Inc. (BRK.B) is currently navigating its most significant leadership evolution in six decades as of March 20, 2026.Read more