New Constructs emails, October 2026
98 emails so far this month. The busiest day was Thursday, Oct 8, with 5.
Liquidity Squeezes: Down Rounds Mean Less $ for The Few IPOs Still Standing
Oct 30, 2026 5:03 PM
We're LIVE: Unmasking the Scary Truth About Earnings
Oct 30, 2026 12:02 PM
The Real Horror Story Hiding in the Footnotes
Oct 30, 2026 11:06 AM
The Scariest Thing About These Earnings…
Oct 30, 2026 7:00 AM
Oct 29, 2026 8:37 PM
Oct 29, 2026 2:54 PM
Liquidity Squeezes: AI Hits the Circularity
Oct 29, 2026 12:21 PM
He didn't pick a winner. He avoided a loser.
Oct 29, 2026 10:35 AM
Long Idea: This Stock Crushed the Market and Has Plenty of Fuel Left
Oct 28, 2026 8:20 PM
Final hours: Portfolio Insights offer closes tonight
Oct 28, 2026 6:02 PM
Liquidity Squeezes: More IPO Delays
Oct 28, 2026 3:28 PM
Final day for the Portfolio Insights discount
Oct 28, 2026 7:02 AM
You own this stock. Did you pick it?
Oct 27, 2026 8:43 PM
Very Attractive Stocks Index Trumps the S&P 500
Oct 27, 2026 4:44 PM
The Hidden Debt Reckoning: 15 Stocks in the Crosshairs
Oct 27, 2026 3:31 PM
The math beneath your portfolio
Oct 27, 2026 10:46 AM
What’s hiding in your portfolio?
Oct 26, 2026 4:44 PM
What is left out of Portfolio Insights
Oct 26, 2026 7:47 AM
Liquidity Squeezes: “Hedge Funds Pile Into Shorts”
Oct 26, 2026 7:03 AM
Liquidity Squeezes: “Revenue Quality Is Poor” = Disappears Easily
Oct 25, 2026 7:32 PM
Why every AI investing tool has failed
Oct 25, 2026 4:44 PM
Cash Out Happening Right Before Our Eyes
Oct 25, 2026 12:51 PM
When Wall Street sells, who buys?
Oct 25, 2026 6:42 AM
Why daily alerts matter during reporting season
Oct 25, 2026 5:47 AM
Liquidity Squeeze: Cost of Money…Ray Dalio
Oct 24, 2026 8:51 PM
Why New Construct is different and better
Oct 24, 2026 4:44 PM
Long Idea: One Ticket to Profits
Oct 24, 2026 4:00 PM
Why we separated these two memberships
Oct 24, 2026 12:02 PM
Oct 24, 2026 6:14 AM
A simpler option for your portfolio
Oct 23, 2026 7:48 PM
“The "unlimited AI demand" story just hit a wall.”
Oct 23, 2026 2:58 PM
We're LIVE: Tesla, Meta, Netflix, SpaceX & More
Oct 23, 2026 12:02 PM
A “Great” Earnings Report Can Still Be Bad News
Oct 23, 2026 11:06 AM
One Big Question: Are They Worth the Price?
Oct 23, 2026 6:28 AM
Oct 22, 2026 7:27 PM
Citadel founder Ken Griffin says AI is "almost certainly" a bubble
Oct 22, 2026 1:56 PM
Final day. The Pro Membership discount ends at midnight
Oct 22, 2026 6:05 AM
The Market Hears Us: Anthropic’s Pre-IPO Valuation is Ridiculous
Oct 21, 2026 4:00 PM
Danger Zone: Earnings Are Lower and Valuations Are Higher Than You Think
Oct 20, 2026 8:15 PM
The Ground Is Moving Beneath our Feet: Exit Liquidity
Oct 20, 2026 2:06 PM
Ten seconds per ticker. You may not like what you see.
Oct 18, 2026 1:48 PM
Microsoft is cutting back on Nvidia
Oct 18, 2026 6:52 AM
The insiders already know which one it is.
Oct 17, 2026 7:32 PM
Oct 17, 2026 1:18 PM
Oct 17, 2026 6:30 AM
The Professional Membership is officially open
Oct 16, 2026 3:32 PM
We're LIVE! JPM, TSM, ASML, UNH & More
Oct 16, 2026 12:01 PM
10 Stocks Under the Microscope at Noon Eastern
Oct 16, 2026 11:05 AM
10 Major Earnings Reports. One Free Watch Party.
Oct 16, 2026 6:43 AM
The one line in the 10-Q that explains the $30T error
Oct 15, 2026 8:01 PM
Join now: The $30 trillion time bomb
Oct 15, 2026 1:02 PM
One question to ask about every stock you own
Oct 15, 2026 11:57 AM
A question for anyone who owns AI stocks
Oct 15, 2026 5:58 AM
Long Idea: Priced for Catastrophe, Built for Profit
Oct 14, 2026 8:21 PM
Wall Street’s dirty little secret is back
Oct 14, 2026 3:48 PM
When money leaves the AI trade, where does it go?
Oct 14, 2026 8:01 AM
Another Delayed IPO - this one backed by Nvidia
Oct 13, 2026 7:17 PM
The number nobody mentions on earnings calls
Oct 13, 2026 10:40 AM
Earnings Preview: Get the Stocks Most Likely To Miss Earnings
Oct 12, 2026 8:14 PM
Why a great quarter can still be bad news
Oct 12, 2026 7:17 AM
Very Attractive Stocks Index Trumps the S&P 500
Oct 11, 2026 11:11 PM
They were right about everything.
Oct 11, 2026 7:59 PM
AI Revenue Has Plateaued for Anthropic
Oct 11, 2026 12:50 PM
The debt that isn't on the balance sheet
Oct 11, 2026 7:59 AM
What’s hiding in your portfolio?
Oct 10, 2026 11:11 PM
Oct 10, 2026 6:57 PM
The boldest call I've made since the dot-com bust
Oct 10, 2026 12:46 PM
Oct 10, 2026 6:31 AM
Why every AI investing tool has failed
Oct 9, 2026 11:11 PM
Oct 9, 2026 7:58 PM
[LIVE NOW] What is Anthropic Actually Worth?
Oct 9, 2026 12:03 PM
Anthropic’s Valuation Math Doesn’t Add Up
Oct 9, 2026 10:57 AM
Today: Breaking Down The Most Ridiculous IPO of 2026
Oct 9, 2026 7:20 AM
Why New Construct is different and better
Oct 8, 2026 11:11 PM
“Data Moat” - Why It Matters More Than Ever
Oct 8, 2026 7:45 PM
They lost $42 billion last year.
Oct 8, 2026 3:14 PM
Danger Zone: The Most Ridiculous IPO of 2026
Oct 8, 2026 11:25 AM
The AI meltdown is already in your account
Oct 8, 2026 7:17 AM
Earnings Preview: Get the Stocks Most Likely To Beat Earnings
Oct 7, 2026 8:16 PM
LIVE NOW: The AI Market Meltdown
Oct 7, 2026 12:02 PM
Oct 7, 2026 6:05 AM
It secretly ran through 401(k)s
Oct 6, 2026 8:36 PM
You can watch the documentary in three years
Oct 6, 2026 8:18 AM
Somebody on my team called me a traitor
Oct 5, 2026 7:30 PM
Your broker knows something he's not telling you.
Oct 5, 2026 1:42 AM
A race to the bottom for Anthropic’s margins
Oct 4, 2026 6:57 PM
Oct 4, 2026 7:42 AM
Long Idea: The Oil Supply Solution
Oct 4, 2026 1:40 AM
You have too much information and none of it helps.
Oct 3, 2026 7:34 PM
Oct 3, 2026 4:51 PM
Oct 3, 2026 6:43 AM
What are the best tech stocks right now?
Oct 3, 2026 3:38 AM
80 pages of what could go wrong
Oct 2, 2026 9:00 PM
Don’t Foot the Bill for Wall Street’s Trillion-Dollar Math Error
Oct 2, 2026 11:57 AM
What just happened in the stock market
Oct 2, 2026 3:36 AM
Last time, the window closed in 15 trading days.
Oct 1, 2026 8:06 AM
Why the Anthropic IPO is bad for America
Oct 1, 2026 6:20 AM
Long Idea: Fueling Up on Quality Assets
Oct 1, 2026 4:35 AM
![[LIVE NOW] What is Anthropic Actually Worth? - email from New Constructs](https://img.theysentit.com/new-constructs/4354158.t.jpg)
