Jul 21, 2026 · 8:08 PM
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GUIDES How to Read a Company's Financial Statements Before Investing in SaaS
Most retail investors buying SaaS stocks read the revenue line and stop there. Here's how to read a company's financial statements before investing in software companies, using the actual line items that separate a healthy business from one burning cash toward a wall.You've probably bought a SaaS stock, or thought about buying into a pre-IPO round, based on a growth number someone posted on X. Rev...
Ron Patel
7 min read · 581 reads
How to Read a Company's Financial Statements Before Investing in SaaS
Artificial Intelligence
AI Nvidia Confirms Vera Rubin Is Shipping but Not the $630 Billion Number
Nvidia confirmed Vera Rubin has ramped into full production with shipments starting this fall, but the widely shared figure of 1,000 racks a day and $630 billion in quarterly revenue traces back to no statement from Nvidia or any named analyst. What is verified, from Ming-Chi Kuo's rack estimates to Jensen Huang's own $300 billion and $1 trillion figures, is still enormous, and it's landing right as Oracle's credit risk and Goldman's rising capex estimates fuel real bubble worries.
5 min read · 528 reads
Nvidia Confirms Vera Rubin Is Shipping but Not the $630 Billion Number
Robinhood Now Lets AI Agents Trade Your Stocks Without Asking First
Robinhood launched Agentic Trading in beta on May 27, letting Claude, ChatGPT and other AI agents place real stock trades inside a dedicated brokerage account without manual approval. CEO Vlad Tenev now says the technology will soon match human trading skill, as Coinbase, eToro and eventually Schwab race to build the same agentic infrastructure.
Cursor Doubles Usage Limits Across Every Paid Plan as Rivals Close In
Cursor doubled included usage across Pro, Pro Plus, Ultra, and Teams plans on July 16 with no price increase, a move that landed the same day Moonshot...
5 min 564 reads Walter Schulze
Cursor Doubles Usage Limits Across Every Paid Plan as Rivals Close In
SkyPilot Raises $20 Million to Let AI Teams Shop Compute Across Every Cloud
SkyPilot has raised $20 million in seed funding to let AI teams run training and inference jobs across AWS, Google Cloud, Azure and smaller GPU provid...
4 min 581 reads Ron Patel
SkyPilot Raises $20 Million to Let AI Teams Shop Compute Across Every Cloud
Alibaba Says Qwen3.8-Max Beats Fable 5 on Price, but Skips the Benchmark
Alibaba claims Qwen3.8-Max ranks second only to Claude Fable 5 at a tenth of the price, but shipped it with no benchmark table, model card or license....
4 min 571 reads Judith Murphy
Alibaba Says Qwen3.8-Max Beats Fable 5 on Price, but Skips the Benchmark
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Crypto & Blockchain More posts →
Cardano's Van Rossem Hard Fork Proves Community Voting Can Run a Blockchain
Judith Murphy ·
Cardano's Van Rossem Hard Fork Proves Community Voting Can Run a Blockchain
Cardano activated its Van Rossem hard fork on July 18, the first upgrade to a top-15 blockchain ratified entirely through on-chain voting by DReps, stake pool operators and a Constitutional Committee. The fork honors Max van Rossem, a Cardano governance architect who died in 2025, and now faces a tougher test: keeping voters engaged after the novelty wears off.
South Korea Opens a Formal Sanctions Case Against Upbit's Parent Dunamu
Dave Barr ·
South Korea Opens a Formal Sanctions Case Against Upbit's Parent Dunamu
South Korea's Financial Supervisory Service has opened a formal sanctions case against Dunamu, the parent of Upbit, over a $30 million hack blamed on North Korea's Lazarus Group. The case now moves through a Sanctions Review Committee and the Securities and Futures Commission before any penalty is decided, complicated by a law that has no explicit provision for hacking sanctions.
Arthur Hayes Sells Ethereum At A Loss Then Buys It Back Higher
Judith Murphy ·
Arthur Hayes Sells Ethereum At A Loss Then Buys It Back Higher
Arthur Hayes sold 6,000 ETH at a $606,000 loss in June, then reversed and bought nearly 1,939 ETH back above $1,900 starting July 15 through OTC transfers from Galaxy Digital and FalconX. The reversal raises fresh questions about whether Hayes's public trades are a useful signal or just noise, even as the flow shows institutional ETH demand still moving off exchange.
Lorenzo Protocol's BANK Token Rockets 517% After a Mysterious Wallet Move
Dave Barr ·
Lorenzo Protocol's BANK Token Rockets 517% After a Mysterious Wallet Move
BANK, the token behind on-chain asset manager Lorenzo Protocol, has surged 517% in a week after a Lorenzo Foundation wallet sent $13.7 million worth of tokens to a deposit address tied to the Aster derivatives exchange. Neither Lorenzo nor Aster has explained the transfer, leaving traders to guess whether it signals a listing push, an incentive program, or something less flattering.
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