CV Research(@CVResearch_):Happy Labor Day everyone! Our writeup for this week is out. What's in it: - Fed goes silent all week, CPI Friday - $119bn of Treasury auctions into 52-week high yields - $NVDA's Jensen says AGI has arrived - $AAPL foldable Wednesday - $ORCL and $ADBE report Thursday - OPEC+ on hold, diesel at a record, tanker war in Hormuz - Canada's tariffs hit Tuesday Going forward every newsletter is 100% free. No paid sub needed. We post two every week. Everyone should know what's moving markets and what they own. That's what this is for. Link in bio.

CV Research

@CVResearch_

Deep dives on the stocks for the long run. Full thesis and thoughts on substack. By @CKCapitalxx + @VantixResearch

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CV Research@CVResearch_

2026.09.07 21:44

Happy Labor Day everyone! Our writeup for this week is out. What's in it: - Fed goes silent all week, CPI Friday - $119bn of Treasury auctions into 52-week high yields - $NVDA's Jensen says AGI has arrived - $AAPL foldable Wednesday - $ORCL and $ADBE report Thursday - OPEC+ on hold, diesel at a record, tanker war in Hormuz - Canada's tariffs hit Tuesday Going forward every newsletter is 100% free. No paid sub needed. We post two every week. Everyone should know what's moving markets and what they own. That's what this is for. Link in bio.