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weekly-roundup

$MU Just Broke Memory Economics — 86% Gross Margins Are Not Normal and Wall Street Is Finally Noticing

Tech bled out Monday, Wendy's went full meme, and then Micron dropped a $50B guidance bomb. Your week in social sentiment, explained.

Jun 25, 20261 min read

MUSNDKNVDAGOOGL

weekly-roundup

The Week the Internet Broke: Greenspan Dies, Starmer Quits, Iran Talks, and SpaceX Faceplants — All in 5 Days

Greenspan's gone, Starmer's out, SpaceX is bleeding, and Iran is playing chicken with 30% of the world's oil supply. The internet had opinions.

Jun 23, 20261 min read

SPCXMUABBVGOOGL

weekly-roundup

The Internet Spent All Week Arguing About Iran While Seth Klarman Quietly Called This Market 'Euphoric'

Iran drama, a fragile 60-day MOU, SpaceX down 18% from highs, and Seth Klarman calling the market euphoric. Welcome to your weekly reality check.

Jun 22, 20261 min read

CCLQQQGLDBHP

weekly-roundup

The Internet Just Woke Up to the Iran-Oil Trade — Here's What the Chatter Actually Says

Iran deal, semi rip, SpaceX IPO, and a Fed chair who refused to show his cards. The internet had opinions on all of it.

Jun 21, 20261 min read

INTCAAPLASMLCCL

weekly-roundup

Hormuz Opens, Semis Explode, and the Market Shrugged Off a Whole War: Your Week 26 Roundup

Iran closed the Strait of Hormuz, oil whipsawed, semis hit record highs, and somehow the market ended the week smiling. Here's how it all played out.

Jun 20, 20261 min read

INTCAAPLCCLUSO

weekly-roundup

The Iran Deal, Fed Hawk Warsh, and a Semis Super Cycle: The Week the Market Finally Had a Plot

The Strait of Hormuz reopened, Kevin Warsh spooked the bond market, and Intel got a Trump-Apple glow-up. Here's everything that actually mattered this week.

Jun 19, 20261 min read

INTCAAPLACNSPCE

weekly-roundup

Iran Deal, Fed Hawk, SpaceX Mania: The Week Wall Street Couldn't Stop Talking About

Oil craters, chips surge, SpaceX breaks options markets, and the new Fed chair walks in swinging. The internet called most of it. Here's the tape.

Jun 19, 20261 min read

INTCACNKMXAAPL

weekly-roundup

Warsh's Fed Holds, Iran Blinks, SpaceX Moons — The Week the Everything Trade Broke Wide Open

Warsh went full cryptic at his first FOMC. Iran signed a page-and-a-half MOU. SpaceX made Musk a trillionaire. The internet lost its mind — and for once, it was right.

Jun 17, 20261 min read

FOXAROKUHPEMETA

weekly-roundup

Iran Deal Sends Oil Cratering, Markets Ripping — Here's Every Winner and Loser From the Week's Biggest Trade

A US-Iran deal, SpaceX going parabolic, Coinbase going full Wall Street, and the Knicks breaking merch records — this week had everything except chill.

Jun 16, 20261 min read

SPCXCOINWDCCRDO

weekly-roundup

SpaceX IPO, Iran Peace Deal, and a Fox-Roku Marriage Nobody Asked For: Your Week in Markets

SpaceX went public at $135, closed at $161, and made Elon Musk a trillionaire. Oil dumped 5%. Fox bought Roku. Markets somehow held it together.

Jun 15, 20261 min read

SPCEFOXROKUINTC

weekly-roundup

SpaceX's $75B IPO Is Either the Greatest Trade of the Decade or 1999 All Over Again — Social Sentiment Is Screaming Both

SpaceX priced at $135, closed at $161, and somehow that wasn't even the wildest thing that happened this week. Buckle up.

Jun 14, 20261 min read

SPCXMUMSFTGOOGL

weekly-roundup

SpaceX IPO, Iran Peace Deal, and a $2.2T Market Cap Walk Into a Bar — Markets Have the Week of Their Lives

SpaceX raised $75B, Iran blinked, and the market partied like it's 1999. Here's everything that moved this week — and what's actually worth watching.

Jun 14, 20261 min read

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