AI Momentum Trade For Mortals
NVDA closed the week at $234, poking above the top of its weekly expected move near $232. Friday’s candle faded from the open and it…
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Market Loaded! Powder Damp.
On Friday, the market got exactly the news it wanted. The September jobs report printed at +29k against a consensus of +90k. A big, soft,…
NVDA is cheap. One analyst says so.
Nvidia is sitting at three-month highs on a thesis that needs basically everything to go right for the next two years. Morgan Stanley just told…
MU Beat – The Market Shrugged
Micron printed $54 billion in revenue last quarter. Nearly 4x year-over-year. Net profit up more than 10x. Guidance well above consensus. Management said supply and…
Micron Reports Tonight – SPY Sitting On Hair Trigger
Micron reports after the close tonight. Normally I wouldn’t build an entire email around a single earnings print, but this one lands at a spot…
Tickercast
Yes, I’m back. And there’s absolutely no way I’m catching up on two months of market whiplash, tariff hysteria, AI euphoria, and whatever else CNBC…