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IBM Craters, Goldman Soars, CPI CoolsJul 14 · Tuesday
SK Hynix Gives Back Its Pop, Crude Jumps, the Hike Bet Breaks on WallerJul 13 · Monday
SK Hynix Pops, the Hike Bet Doubles Back, Crude Fades a Broken CeasefireJul 10 · Friday
US Strikes Iran, Oil Falls, SanDisk Jumps, the Hike Bet FadesJul 9 · Thursday
Trump Calls the Ceasefire Over, Oil Jumps, the Dow Sinks, Chips RallyJul 8 · Wednesday
Samsung's Record Sinks the Chips, the US Strikes Iran, Oil JumpsJul 7 · Tuesday
Chips Bounce, Tesla Pops, the Dow Tops 53,000, SanDisk FadesJul 6 · Monday
Jobs Miss, the Dow Sets a Record, Apple Pops, Tesla SlidesJul 2 · Thursday
Meta Launches a Cloud, Micron Dives, Chips CrackJul 1 · Wednesday
Stocks Close Best Quarter Since 2020, TSMC Jumps 5%, VIX Sinks to 16Jun 30 · Tuesday
Dow Tops 52,000 as Alphabet Debuts and Tesla Runs 8%Jun 29 · Monday
OpenAI Delays Its IPO, Chip-Builders Crater as Software and Lilly SoarJun 26 · Friday
Apple Sinks on Price Hikes as Micron and SanDisk SoarJun 25 · Thursday
Micron Soars Late, Microsoft Sinks, Oil Breaks SeventyJun 24 · Wednesday
Micron Dives, Chips Crack, Megacaps HoldJun 23 · Tuesday
Alphabet Sinks, Micron Soars, SpaceX DivesJun 22 · Monday
Intel Soars, Chips Hit Records, Gold SinksJun 18 · Thursday
Warsh Signals Hikes, Stocks Fall, Dollar JumpsJun 17 · Wednesday
Chips Sink, Dow Hits Record, Oil CrashesJun 16 · Tuesday
Micron Tops $1,000, Stocks Surge, Oil SinksJun 15 · Monday
SpaceX Soars, Oil Falls, Iran Deal NearsJun 12 · Friday
Oracle Crashes, Chips Rip, Yields FallJun 11 · Thursday
Oracle Sinks, Chips Slide, Oil JumpsJun 10 · Wednesday
Iran Scare, Chips Sink, Apple SlidesJun 9 · Tuesday
Chips Rebound, Intel Jumps, Apple SlipsJun 8 · Monday
Jobs Beat, Chips Crash, Hike Odds JumpJun 5 · Friday
Broadcom Crashes, Marvell Up, Dow RecordJun 4 · Thursday
Nvidia Down, Meta Up, Broadcom MissesJun 3 · Wednesday
The Handoff ResearchJun 3 · Research
HPE Up, Marvell Up, Dell DownJun 2 · Tuesday
Nvidia Up, Qualcomm Down, Oil SpikesJun 1 · Monday
Dell Up, Nvidia Down, RecordsMay 29 · Friday
Software Up, Oil Down, PCE HotMay 28 · Thursday
Dow Record, Chips Slip, Oil DropsMay 27 · Wednesday
Micron Hits Trillion, Oil SlidesMay 26 · Tuesday
Dow Record, NVDA Down, Yields EaseMay 22 · Friday
Walmart Down, Small Caps UpMay 21 · Thursday
Chips Up, Oil Down, Nvidia BeatMay 20 · Wednesday
Yields Up, Builders Down, HD BeatsMay 19 · Tuesday
Memory Down, Defense Up, Talks ContinueMay 18 · Monday
Memory Down, INTC Down, Summit EndsMay 15 · Friday
NVDA Up, Boeing Down, H200 ClearedMay 14 · Thursday
Memory Up, Bonds Down, PPI 6.0May 13 · Wednesday
Chips Down, Defense Up, CPI 3.8May 12 · Tuesday
Chips Up, Oil Up, Stocks FlatMay 11 · Monday
The Bubble Is in the EquipmentMay 10 · Sunday
Memory Ran. Meta Didn't.May 8 · Friday
Only Nvidia HeldMay 7 · Thursday 3 PM
Iran Nearing a DealMay 6 · Wednesday Morning
Monday ReversedMay 5 · Tuesday Morning
Palantir Sold the NewsMay 4 · Monday 10 PM
Tehran’s FourteenMay 3 · Sunday
The Cash StayedMay 2 · Saturday
Hedged Against ThemselvesMay 1 · Noon
Yen ReversedApr 30 · Pre-Close
Powell’s Last FOMCApr 29 · Morning
Cannot Normalize HormuzApr 28 · Morning
IRGC Boarded Two ShipsApr 27 · Morning
Nineteen Dollars ApartApr 23 · Night
The Spike Didn’t CloseApr 23 · Night
The Back Didn’t MoveApr 21 · Evening
The Week Slipped a DayApr 21 · Morning
The 5-Month Half-LifeApr 20 · 3 PM
The 8 AM CliffApr 17 · 3 PM
Thursday NoonApr 16 · Noon
The Iran Deal Is the Rate CutApr 15
The Blockade Premium Is GoneApr 14
Blockade Day 1Apr 13
Three-Wave InflationApr 12
The April 28 UnwindApr 12
The CoverApr 10
The 17% CeasefireApr 9
The Ceasefire MirageApr 8
What Trump Can MoveApr 7
Three Signals, Three DirectionsApr 6
The Collision WeekendApr 3
Three Punches. $7. 11 Minutes.Apr 2
Oil Below $100. Gold Above $4,700.Apr 1
The Mechanical BidMar 31
Asia Crashed. America Shrugged.Mar 30
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