Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
Economy
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Chips Are in a Bear Market. Tuesday Is the Reset.
Alphabet and Tesla report July 22. Their capex numbers decide what happens to every semiconductor stock on the board.
BlackRock Just Hit $15.3 Trillion. The Stock Is Still Off Its High.
A record-breaking Q2 beat just sent shares surging. Here’s why the real story runs deeper.
IBM Just Had Its Worst Day in History
A 3.7% revenue miss erased roughly $67 billion in market value. Here is what Wall Street is missing.
Micron Is Down 21% From Its Peak. The Numbers Are Historic.
Revenue more than quadrupled in one quarter. The stock pulled back anyway. That gap is worth understanding.
GE Vernova Is Up 76% This Year. The Grid Just Became an AI Trade.
Q2 earnings on July 22 could be the next big catalyst.
The Hidden Tax on Every AI Query Nobody Is Counting
AI’s water bill is becoming its most underpriced infrastructure problem.
CEG Is Down 40% From Its High. It Reports July 30.
The largest nuclear operator in the US just signed Walmart. The stock is near a 52-week low.
SpaceX Joins the Nasdaq-100 in Two Days. The Forced Buying Is Already Priced In.
What happens to SPCX after the mechanical flow ends is the only question that matters now.