This article is sponsored by Career Angel.ai! Michael Burry’s Contrarian Bet on Molina Healthcare (MOH): Why the “Big Short” Investor Just Dove Into a Medicaid Meltdown A Contrarian Classic: Buying Healthcare in Crisis When Michael Burry takes a position, markets pay attention—and his Q3 2025 buy of 125,000 shares of Molina Healthcare worth roughly $23.9 […]
This article is sponsored by Career Angel.ai! Michael Burry vs. Big Tech: The Truth Behind the “Earnings Fraud” Hiding in Plain Sight Michael Burry’s Latest Bombshell When The Big Short investor Michael Burry talks, markets listen—and this time he’s accusing Big Tech of something he calls “earnings fraud.” His argument: tech giants like Microsoft, Amazon,
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This article is sponsored by Career Angel.ai! The Big Idea: Insurance Is Getting Riskier—And That’s Good for ASIC The modern insurance cycle has entered a structurally hard phase. Economic volatility, climate uncertainty, social inflation, and reinsurance scarcity have all pushed underwriting capacity out of standard (admitted) markets. That retreat has created a multi-year expansion opportunity for
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This article is sponsored by Career Angel.ai! JBS: A Macro-Driven Play on the Global Protein Cycle The Big Idea: Ride the Protein Super-Cycle, Not Just a Single Country’s Consumer Global diets are steadily shifting toward higher animal protein as incomes rise and urbanization advances. Against this secular backdrop, cyclical forces—feed-cost disinflation vs. 2022 peaks, shifting cattle and hog
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This article is sponsored by Career Angel.ai! Valvoline (VVV): A Macro-Driven Bet on the “Maintenance Economy” The Big Idea: Maintenance Wins When Households Delay Replacement In a world of sticky vehicle prices and still-elevated financing costs, households stretch the life of the cars they already own. That shifts wallet share from new-vehicle purchases to maintenance and
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This article is sponsored by Career Angel.ai! Why Rob Citrone’s Discovery Capital Just Went All-In on Eightco Holdings (NASDAQ: ORBS) When hedge-fund titan Rob Citrone, founder of Discovery Capital Management, quietly builds a brand-new position representing nearly 30% of his U.S. portfolio, it’s not a trade — it’s a statement. His latest move? A massive new investment in Eightco
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This article is sponsored by Career Angel.ai! Citi Trends: The Discount Retailer Perfectly Positioned for America’s Next Economic Phase In a market where inflation still bites, consumers are trading down, and retailers from Target to Macy’s are fighting for foot traffic, one company has quietly landed in the economic sweet spot: Citi Trends (NASDAQ: CTRN). It’s
This article is sponsored by Career Angel.ai! Quantum Computing Explained: The Future of Computing—and the Stocks That Will Dominate It Quantum computing isn’t science fiction anymore—it’s the next industrial revolution hiding behind a wall of physics jargon. While most investors are still focused on AI, quantum computing is what comes after AI: machines that can process possibilities instead
This article is sponsored by Career Angel.ai! The Next Big Thing Out of AI—And the Human Jobs That Will Survive It Artificial intelligence isn’t just disrupting industries anymore—it’s restructuring the economy itself. The flashy era of chatbots and text generators is ending. What comes next is something deeper: autonomous economic intelligence—AI that manages capital, infrastructure, and operations
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This article is sponsored by Career Angel.ai! Why McKesson’s Stock Price Defies Gravity—Even in Uncertain Times In a market defined by volatility, debt concerns, and political chaos, McKesson Corporation (NYSE: MCK) has done something almost supernatural: its stock keeps climbing. While tech names swing and healthcare peers stumble, McKesson’s share price has quietly soared over the past
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