New Constructs email archive
430 emails from March 2026 to November 2026. Emails without a picture are listed on their month's page.
October 2026 101 emails
View allDanger 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
![[LIVE NOW] What is Anthropic Actually Worth? - email from New Constructs](https://img.theysentit.com/new-constructs/4354158.t.jpg)
