# Stocks

Single-name equity work from Shayne Heffernan: what a business earns, what the market pays for it, and where the two have come apart.

Canonical HTML: https://www.shayneheffernan.com/thoughts/markets/stocks

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Company-level work: what the business actually earns, what the market is paying for it, and where the two have come apart. Calls are made in public and revisited in public when the tape disagrees.

Corresponding Live Trading News centre: https://www.livetradingnews.com/center/stocks

## Essays on this desk

- [Weekly Market Outlook: Fed Minutes, Anthropic and OpenAI IPOs, Gold, Bitcoin, FX](https://www.livetradingnews.com/weekly-market-outlook-fed-minutes-anthropic-and-openai-ipos-gold-bitcoin-fx) — 2026-10-05
- [Tokenised Equity Has Rules Now, and Every Rule Tests the Share Register](https://www.livetradingnews.com/tokenised-equity-has-rules-now-and-every-rule-tests-the-share-register) — 2026-09-30
- [The Week the Discount Rate Gets a Vote](https://www.livetradingnews.com/the-week-the-discount-rate-gets-a-vote) — 2026-09-28
- [Wall Street Week Ahead: Rates, Oil, AI, Quantum, Defense, Metals and Bitcoin](https://www.livetradingnews.com/wall-street-week-ahead-rates-oil-ai-quantum-defense-metals-and-bitcoin) — 2026-09-21
- [Musk and Colossus: Inside the 1.29 Gigawatt Machine in Memphis](https://www.livetradingnews.com/musk-and-colossus-inside-the-129-gigawatt-machine-in-memphis) — 2026-09-17
- [Ignore the Noise: AI Is Not Slowing Down](https://www.livetradingnews.com/ignore-the-noise-ai-is-not-slowing-down) — 2026-09-16
- [The Problem Is Not the Problem](https://www.livetradingnews.com/the-problem-is-not-the-problem) — 2026-09-12
- [What the KXCO Ontology Exposed While the Market Stood Still](https://www.livetradingnews.com/what-the-kxco-ontology-exposed-while-the-market-stood-still) — 2026-09-11
- [AI and Quantum Update](https://www.livetradingnews.com/ai-and-quantum-update) — 2026-09-09
- [Earnings, the Economic Calendar and Trading Strategies: September 8 to 12, 2026](https://www.livetradingnews.com/earnings-the-economic-calendar-and-trading-strategies-september-8-to-12-2026) — 2026-09-08
- [The Big Business of Longevity](https://www.livetradingnews.com/the-big-business-of-longevity) — 2026-09-06
- [The Hottest Biotechs of 2026](https://www.livetradingnews.com/the-hottest-biotechs-of-2026) — 2026-09-02
- [The Economics of AI Tokens](https://www.livetradingnews.com/the-economics-of-ai-tokens) — 2026-09-01
- [Semiconductor Stocks to Own Now](https://www.livetradingnews.com/semiconductor-stocks-to-own-now) — 2026-09-01
- [Weekly Market Outlook: Gold, Bitcoin, Oil, Silver and the AI Quantum Cycle](https://www.livetradingnews.com/weekly-market-outlook-gold-bitcoin-oil-silver-and-the-ai-quantum-cycle) — 2026-08-31
- [SpaceX the AI Company](https://www.livetradingnews.com/spacex-is-an-ai-company-now) — 2026-08-25
- [A Linear Look at AI: Power, Compute, Intelligence](https://www.livetradingnews.com/a-linear-look-at-ai-power-compute-intelligence) — 2026-08-25
- [AI Stocks: What to Buy Now](https://www.livetradingnews.com/ai-stocks-what-to-buy-now) — 2026-08-25
- [Economic Calendar Trading Strategy](https://www.livetradingnews.com/monday-research-a-33percent-core-a-527percent-long-bond-and-nvidia-on-wednesday) — 2026-08-23
- [Grading the AI Trade in Public: 30 Days of the KXCO Ontology](https://www.livetradingnews.com/grading-the-ai-trade-in-public-30-days-of-the-kxco-ontology) — 2026-08-22
- [Investing in Semiconductors](https://www.livetradingnews.com/investing-in-semiconductors) — 2026-08-21
- [Real World Asset Tokenization: KXCO](https://www.livetradingnews.com/real-world-asset-tokenization-the-missing-half-and-why-kxco-built-it-first) — 2026-08-19
- [AI Demand in 2026: The Revenue Is Finally Catching Up to the Capex](https://www.livetradingnews.com/ai-demand-in-2026-the-revenue-is-finally-catching-up-to-the-capex) — 2026-08-18
- [AI Makes Storage and DRAM Strategic Assets](https://www.livetradingnews.com/ai-makes-storage-and-dram-strategic-assets) — 2026-08-18

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