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Lam Research: My Watch List Resolved Bullish And The Stock Fell 7% Anyway
Things are getting interesting in Macro Kingdom
LRCX 07-29 Earnings as a leading indicator for IREN’s August print
The Steepener Was Built on a Barrel of Oil
IREN Wasn’t Waiting for Another Whale
Penguin Solutions: 74% Of Revenue Is “AI,” But 89% Of The Profit Is A Memory Cycle
Macro note: the tech unwind grew a second leg, and it’s healthcare
Six Names Just Started Moving Together, And Cybersecurity Is An Interesting Basket
Astera Labs: The AI Connectivity Toll Booth Is Real. So Is The Price You’re Paying For It.
The Week the AI Trade Broke, and Why the Data Says “Rotation,” Not “Recession”
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