Musk Loses OpenAI Case, Chat Goes Goblinmode

RIP: Bonds burst, OpenAI beat Musk, memory stocks cracked, and Warsh walked into a bond fight

The Weekend Rip: May 17

Stocktwits Top 25 Week 19

Our updated list of the market's top stocks.

Yields Finally Bit Back

RIP: Yields jumped, Nvidia slipped, and POET’s $400M raise split the tape

Got AI Chip Stains on my Passport 🌏

RIP: The AI trade went global, expensive, and somehow more crowded

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