The two names at the top of our list are SanDisk (SNDK) and Marvell (MRVL), and the reason is the same in both cases even though the businesses look nothing alike. Each one has spent the past year…
I’m not one of those people who treats every American deployment abroad as sacred. The joint exercises with South Korea are expensive. Seoul is a rich country with a shipbuilding industry that…
The five largest cloud providers are on track to spend roughly $600 billion on infrastructure this year, and the broader hyperscaler group closer to $710 billion. Every dollar of that lands somewhere…
This is what binoculars actually get used for. A terrace, a planter full of geraniums, palm fronds in the middle distance, and a mid-size roof-prism pair held up one-handed for maybe forty seconds at…
This is one of those outfits that looks thrown together and absolutely isn’t. Cream shearling, deep teal roll neck, cropped straight-leg jeans, flat black boots, oversized sunglasses. Four neutrals…
Look at what this building spends money on. A steel and glass dome ninety feet up. A drum of clerestory windows that lights nothing anybody needs lit. Four columns the width of a car. A marble…
On a November morning in 1981 the Queen Mother poured concrete into a column form on Lime Street. It was the sort of ceremony that earns a photograph and a paragraph in the trade press. It was also…
A renewal notice came through for Montmorency.org this week. I kept it, which is worth explaining, because the reasoning applies to a lot of the portfolio and it runs against the instinct most people…
Two chokepoints the world can’t stop watching. Both names are available, individually or as a pair. Hormuz.net Roughly a fifth of global oil moves through a passage about twenty miles wide at its…
Ask five marketing teams who owns the events line and you’ll get five answers, all of them delivered with total confidence and none of them the same. The argument sounds like a budget argument. It’s…