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weekly-roundup

SpaceX at $1.75T, AVGO Down 15%, and the PDT Rule Is Dead — The Week That Broke the Internet

The PDT rule is gone, SpaceX is pricing at $135/share, and AVGO just gave the AI trade its first real gut punch. Welcome to the week.

Jun 5, 20261 min read

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weekly-roundup

SpaceX IPO, Nvidia's PC Takeover, and Bitcoin's Identity Crisis: This Week's Biggest Sentiment Swings

SpaceX skips the price range entirely, Nvidia crashes the PC party, and Bitcoin is apparently having a quarter-life crisis. Big week. Buckle up.

Jun 3, 20261 min read

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weekly-roundup

SpaceX IPO, $AVGO Earnings, and a 9-Day Win Streak: The Week Wall Street Forgot to Sleep

Semis ripped 40%+, the S&P hit record highs for 9 straight days, SpaceX is finally going public, and gold just dethroned US bonds. Oh, and Samsung paid chip workers $340K bonuses. Normal week.

Jun 3, 20261 min read

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weekly-roundup

AI Meltup Is Real: ARM +15.7%, NVDA +6.3%, and Berkshire Just Bet $10B on Google

ARM exploded 15.7%, Berkshire dropped $10B on Alphabet, and the S&P hit its 8th straight up day. This week's sentiment data reads like a bull market fever dream.

Jun 2, 20261 min read

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weekly-roundup

Dell Up 200% YTD, SpaceX IPO Incoming, and the Fed Chair Nobody's Pricing In — Weekly Roundup

S&P closed May up 5%, Dell erupted 33% in one session, and SpaceX is lining up a $1.8T IPO. Meanwhile, a Fed Chair candidate nobody's talking about could quietly tighten everything.

Jun 1, 20261 min read

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weekly-roundup

Dell's 33% Single-Day Rip, a $2T IPO Bomb, and Iran Chaos: The Week Wall Street Will Not Shut Up About

Dell ripped 33% in a day. Snowflake had its best session since its IPO. The S&P logged its 9th straight winning week. Oh, and there's maybe an Iran deal. Maybe.

May 30, 20261 min read

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weekly-roundup

$DELL is up 30% and AI server demand just broke every bear thesis — here's your weekly recap

DELL exploded 30%+, SNOW had its best day since IPO, and the S&P hit record highs — all while inflation crept to 3.8% and the Fed eyed its trigger finger.

May 29, 20261 min read

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weekly-roundup

$SNOW just melted bears' faces with 34% revenue growth — and the AI trade finally has receipts

Snowflake up 34% in a day. AppLovin up 12%. Micron at $1 trillion. If your portfolio missed this week, we need to talk.

May 28, 20261 min read

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weekly-roundup

SpaceX, Snowflake, and Micron Just Had the Week of Their Lives — Here's Who Actually Won

Micron crossed $1 trillion, Snowflake popped 30%, and SpaceX filed an S-1 citing a $28.5T TAM. Meanwhile, Meta quietly launched subscriptions. Busy week.

May 28, 20261 min read

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weekly-roundup

The Strait of Hormuz Has Been Closed 82 Days — And Your July 4th Road Trip Is About to Cost You

The Strait of Hormuz is still closed. Gas is kissing $5. AI chatter hit fever pitch. And SpaceX filed an IPO prospectus while losing money. Normal week.

May 26, 20261 min read

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weekly-roundup

Dell +22%, Qualcomm +12%, and a New Fed Chair Who Might Actually Hike: Your Week in Market Chaos

Dell exploded 22% in a week, Qualcomm surged 12% on a Stellantis deal, and the new Fed Chair is already floating rate hikes. Normal week.

May 25, 20261 min read

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weekly-roundup

Gas at $5, Hormuz Still Shut, Warsh Just Got Sworn In — Welcome to the Wildest Week in Markets

Hormuz closed 82 days, PCE running hot at 3.8%, Kevin Warsh sworn in, and SpaceX filed for a $2T IPO while losing money. Normal week, totally fine.

May 24, 20261 min read

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