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2026-09-12

One Company, Two Accounting Standards: Why Only $5.1bn of IREN's $16.6bn in Contracts Sits in RPO

A GPU owner that rents out compute can have the same set of customer contracts split across ASC 606 and ASC 842: one set goes into RPO, the other does not. IREN's 10-K spells out the split, yet anyone reading RPO alone sees a third of it. This piece shows where to find both sets in the filings, the two XBRL tags that mislead, and how the peers compare.

2026-08-24

After Orders Grew 252%, Vertiv Stopped Disclosing Orders

For ten consecutive quarters Vertiv disclosed order growth, book-to-bill and backlog every quarter. In Q4 2025 those read +252%, 2.9x and $15.0bn — and on the same call management announced they would no longer be reported quarterly; both releases since count zero. Includes the reproducible method, and the trap that produces the opposite conclusion if you skip it.

2026-08-22

“Palantir's CEO Sold $86M” — the Informative Part Is a Blank Field

We pulled and read both of Palantir's 20 August Forms 144. A Form 144 is a notice of intent, not a sale; one filing names its 10b5-1 adoption date and the other leaves the field blank — and that field is where all the information sits. Plus a share-count trap that understates price-to-sales by 4.3%.

2026-07-31

What Actually Changes an MT5 Backtest — We Ran the Controlled Test

Same EA, same .set, two different equity curves. We isolated the chart timeframe in a controlled test: 60× the bar count, and every figure in both reports came back identical. The variables that actually move the number are elsewhere — ranked by impact, with our own measured data.