Hot Wholesale Inflation, Hotter AI Tape

RIP: Cisco ate the margin bill while Nvidia kept eating the map.

CPI Ruins Tech Tuesday

RIP: Qualcomm got smoked, Wendy’s got takeover chatter, and Oklo still needs revenue

Burry Rang The Bubble Bell 🪦

RIP: Oil ripped, chips chased, Burry warned, and after-hours earnings got weird.

The Weekend Rip: May 10

Stocktwits Top 25 Week 18

Our updated list of the market's top stocks.

Sixth And Silicon 🧠

RIP: Intel lands Apple, Micron goes parabolic, Cerebras cranks the IPO price, and chip week ends with everything else in the red

When Beats Can't Save The Tape

RIP: Records in the morning, regret by the close

🪦 Musk leases his rivals the keys

RIP: AMD, SMCI, Disney, Uber, Snap, IonQ, Beyond Meat, and Anthropic renting from Elon

🪦 AMD eats the bear case, S&P hits new highs

RIP: Bears who shorted chips on Tuesday, TSMC's Apple moat, Fiserv's organic revenue

Ryan Cohen walked into CNBC and forgot his homework

RIP: Palantir doubles its US business, GameStop tries to buy eBay, Amazon destroys FedEx and UPS in one announcement

The Weekend Rip: May 3

The old edition you love is back!

Stocktwits Top 25 Week 17

Our updated list of the market's top stocks.