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The lazy read on Klarna (NYSE: KLAR) is that it is a fading buy-now-pay-later brand that went public into a hostile tape and has...
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Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of...
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite...
The comparison everyone is making is wrong in a specific, checkable way. Applied Optoelectronics (NASDAQ: AAOI) is being pitched across retail feeds as “the...
Boston Scientific has lost more than half its value in eleven months, and almost every explanation you will read blames a slowdown. That is...
The lazy read on Klarna (NYSE: KLAR) is that it is a fading buy-now-pay-later brand that went public into a hostile tape and has...
The fastest fortune in hedge fund history did not die of a bad thesis — it died of leverage. Leopold Aschenbrenner’s Situational Awareness LP...
The market just repriced IREN twice for the same event, and only one of the reprices was about IREN. The stock closed July 30...
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...
CoreWeave spent July absorbing two different catastrophes, and the market has not yet separated them. The first was fundamental: on July 17, Meta announced...
Binance Coin cryptocurrency can be expected to fall further to the next support level 560.00 (which has been reversing the price from the start...
Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at...