Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Monetary Elite Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
Politics
Okta Is Up 67% This Year. The AI Agent Story Is Just Getting Started.
Every AI agent needs an identity. Okta wants to be the gatekeeper.
Arm Is Up 11% Today. The Real Debate Starts July 29.
A $100 billion market thesis meets the most stretched valuation in semiconductors.
Micron Is Up Sharply This Year. The Biggest Quarter Hasn’t Landed Yet.
HBM is sold out through 2026. The valuation debate is just getting started.
Nike Is Down 45% From Its Peak. The Brand Is Still There.
The turnaround is real but slow. China is the problem nobody has solved yet.
Broadcom Is Down 27% From Its High. The AI Story Hasn’t Changed.
A selloff built on unmet expectations may be the most interesting entry point in the chip space right now.
Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different.
Custom chip revenue just grew 143% year over year. The selloff may be the opportunity.
The Iran Deal Is Signed. The Market Has Not Finished Repricing It.
What a 60-day ceasefire actually means for energy, equities, and the second-order trades most investors are missing.
India Just Posted Its Fastest Growth Since 2022. The Market Is Down 8% From Its High.
The world's fastest-growing major economy has a valuation problem nobody is discussing.
The Rate Hike Nobody Priced. The Market Is Starting To.
Core PCE is at 3.3%. The Fed removed its forward guidance. Nine officials just penciled in a hike. And equities…