SanDisk is up nearly 30x in a year, Micron +709%, Seagate +386% – an AI-driven memory shortage confirmed by real contract pricing and sold-out capacity, not just sentiment. Here’s the real data and a Kelly Criterion framework for sizing a position in stocks this volatile.
Stripe and Advent International abandoned their $53B buyout of PayPal after the stock rallied past their $60.50/share offer. Here’s the deal math, the market reaction, and what it means for PYPL from here.
An honest comparison of TradingView and TrendSpider for charting and backtesting.
What four real drivers say about Apple right now.
The August 2026 PCE report hasn’t been published by the BEA yet. July’s reading held flat at 3.7%, and Treasury and TIPS pricing suggest August lands close to that level.
NVDA surges after blockbuster Q2 results; top analysts reset price targets as AI chip demand drives record revenue.
Screened for pricing power dividend growth and low beta. Fundamental scores valuation vs history and portfolio fit.
Analysis warns AI-driven productivity bets are pushing bond yields higher threatening equity valuations. Risk scenario breakdown.
Support/resistance zones 50/200-DMA confluence and implied volatility skew for SPX options after inflation print.
Nasdaq 100 underperforms as capital rotates into energy financials and industrials. Technical levels and breadth analysis.
