TradeStory Research
October 2026
newest first
For us Normies: what big funds bought last quarter, and why it is old news
Large US fund managers have to show their stock holdings every quarter. Here is how to read those reports, how we turn them into adds and cuts, and what the latest quarter shows.
For us Normies: why the economy's weather matters before any single stock
Macro is the tide every company swims in. Here is how a short regime label sums up that tide, and what our own regime grade shows today.
Why copper refuses to die, and who gets paid while it lives
One research note calls copper dead; the same month Credo is stretching copper links to 30 meters and Marvell says it plans to intercept copper-based solutions. The disagreement is the trade story.
The quiet part of robotics: who already has the capacity
Structures, materials and components decide how fast robotics and aerospace programs can actually ramp. Three companies told us this summer where their capacity stands — and the answers are very different.
The seat is no longer the price: how software vendors are repricing AI
Six software companies described their pricing in their latest quarters. Almost none of them described a seat. Salesforce's $1.5 billion Agentforce line is the clearest evidence of what replaces it.
