Google traffic wobble sends major signal for sinking Reddit stock
Reddit just posted one of its best quarters ever. Revenue rose 61% year over year, and profit more than doubled. Guidance topped what Wall Street expected, yet the stock still…
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Gold price prediction: $5,200 bull vs $3,900 bear — time to…
The “gold crashed” headlines and the “gold is holding up” headlines are both describing the same chart, and the confusion is the opportunity. Gold has fallen 28% from its January…
Leopold Aschenbrenner: $225M to $45B to a 6-day margin call
The fastest fortune in hedge fund history did not die of a bad thesis — it died of leverage. Leopold Aschenbrenner’s Situational Awareness LP ran roughly $225 million into as…
IREN stock prediction: $100 bull vs $29 bear after the…
The market just repriced IREN twice for the same event, and only one of the reprices was about IREN. The stock closed July 30 at $38.26 — down 50% from…
SanDisk SNDK stock prediction: $3,000 bull vs $1,000 bear
The best-performing stock in the S&P 500 just fell 37% in a month, and the reason was not in its order book — it was in someone else’s margin account.…
CoreWeave CRWV stock prediction: $250 bull vs $60 bear
CoreWeave spent July absorbing two different catastrophes, and the market has not yet separated them. The first was fundamental: on July 17, Meta announced Meta Compute — the biggest AI…
American Airlines quietly cracks down on refunds
Those who have ever shopped for last-minute flights online will know that airlines will often try to quash the “should I?” doubt by advertising the fact that one fully refund…
Why cooler PCE inflation data won’t fix today’s mortgage rates
June’s cooling PCE data looks like good news for homebuyers, but high oil prices and Fed caution mean mortgage rates won’t drop anytime soon. On July 30, the Bureau of…
AMD CEO doubles down on AI and the stock market
There’s a version of the AI story that gets told a lot right now. Chips. Data centers. Billions of dollars. Nvidia. Everyone has heard it. What doesn’t get told as…
Morgan Stanley says Bloom can withstand an Oracle project delay
Bloom Energy (BE) makes solid oxide fuel cell systems that allow data centers to generate electricity on-site rather than waiting for a new connection to the power grid. Its Energy…