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2026›June›24

Articles

• Watching the Semiconductors for Clues
• Micron Delivers, but Will It Help the Broader AI Trade?
• Wednesday’s After-Hours Advancers and Decliners
• Closing Market Data for Wednesday
• 3 Trading Long Rentals
• No Trades Since
• More Reasons to Pay Attention to Micron’s Earnings and Guidance
• Broadcom and OpenAI Make an AI Chip Splash with Jalapeño
• Chart of the Day: Meta’s Technicals Continue to Erode
• Key Observation (Part Deux)
• I Like the Tune, But It’s Hard to Dance To
• Going Shopping for 4 Stocks in the $10K Portfolio
• This Week in Charts
• Good Guy, Bad ETF Structure
• The Mid-Term Election Race Is Heating Up, and So Is the Advertising Spend
• There’s a New Stock on My Radar as We Wait for Micron
• Things I Did Today
• Cerebras Hits an All-Time Low on Margins. I’m Not Rattled.
• Boockvar on China Competition, DXY and More
• Cannabis Tweet of the Day (Part Four)
• A Key Observation
• Mid-Morning Market Stats
• Cracks in the AI Narrative? Margins Suddenly Matter
• Tech vs. Financials vs. Consumer Discretionary
• Trade of the Week: Buy TRLV ($8.05)
• VIDEO: SuRo Capital on Investing in Private Companies and the IPO Market
• Here’s Why the U.S. Dollar Index Just Reached a One-Year High
• An Observation (of a Nvidia-Kind)
• Cannabis Tweet of the Day (Part Trois)
• Meta Makes a Prediction: 8 Key Items Shaping the Stock Market Wednesday
• Recommended Reading
• Graph of the Day
• Micron Earnings Present a Major Test for the Stock Market
• I Call B.S.
• Expect Michael Saylor to Be Back on CNBC Soon
• Is This Just the Latest Example of Algorithmic Overshoot?
• The Construction of the Dow Jones Industrial Average Is Dumb
• Cannabis Tweet of the Day (Part Deux)
• The Harder They Come, the Harder They Fall
• More Pithy Hedgeye Comments
• The Gospel According to The Divine Ms M
• Hedgeye Asks…
• My Tweet of the Day
• Cannabis Tweet of the Day
• Tuesday Night Trading
• Signs of Speculation With a 4 Billion Share Penny Stock Trading Frenzy
• Oscillator Remains Solidly Overbought
• Is Big Tech Out of Ideas?

Authors

• Bob Lang
• Bret Jensen
• Chris Versace
• Doug Kass
• Ed Ponsi
• Helene Meisler
• James "Rev Shark" DePorre
• Stephen Guilfoyle