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2026›June›25

Articles

• Thursday’s After-Hours Advancers and Decliners
• Thursday’s Closing Market Numbers
• The Age of the Mag 7 Has Ended
• ‘Dog With Fleas’
• Another Key Observation
• A Prescient ‘Observation’
• Key Observation
• Should U.S. Investors Buy Into a Wall Street Listing for SK Hynix?
• Programming Note
• VIDEO: Micron’s $100B Deals, ‘Irrational Exuberance’ and the Market’s Next Move
• Cannabis Tweet of the Day
• Tweet of the Day (Part Deux)
• Chart of the Day: Welltower Quietly Makes a New High
• Chart of the Day: Check Writers vs. Check Receivers
• Tech (XLK) vs. Financials (XLF)
• My Tweet of the Day
• Putting Our Palantir Game Plan Into Action
• What’s Our Game Plan for Palantir?
• My View on Apple
• Stock Picking Is Working as Mag 7 and Chips Battle. Here’s What I’m Trading.
• Another Marijuana Moment
• Breadth, S&P 500 Sector ETFs and Percent Movers
• Exiting 2 Positions as We Mitigate Risk for the $10K Portfolio
• Abby Normal (Part Deux)
• Micron Report Is Greatest in Recent ‘Memory’. Here’s How I’m Responding
• Adding to Magnificent 7 on Weakness, Upping Pot
• May Durable Orders Bring Confirming Data for Our 2 Newest Holdings
• Boockvar on Price Data
• Boockvar on Oil, Micron, Shipping
• Upside, Downside Movers in the Morning
• Here’s Our New Micron Price Target After It Crushes Earnings Estimates
• El Erian
• Exchange-Traded Fun in the A.M.
• Charting the Premarket Movers in the A.M.
• Treasury Auctions, Fed Speakers, Economic Calendar
• Oil Falls to Pre-War Levels: 8 Key Items Shaping the Stock Market Thursday
• Micron’s Mega Move; Banks’ Clean Bill of Health; Wendy’s … Wow!
• Why Booming Chip Demand May Not Be Great News for the Stock Market
• More Tales From Nvidia: Nearly Every Prediction Remains Accurate (Issue #207)
• Private Credit/Private Equity
• One of My Market Structure Concerns
• The CNBC Panelist Said What? (Issue #2)
• More Tales From Nvidia: Growing Relative Price Weakness (Issue #206)
• Early Morning Buying
• Portnoy and Schiff on Bitcoin
• Tweet of the Day
• Let’s Pay a Visit to Micron’s Island
• Ackman on Microsoft
• Oscillator Remains Overbought

Authors

• Alex Frew McMillan
• Bob Lang
• Chris Versace
• Doug Kass
• Ed Ponsi
• Helene Meisler
• James "Rev Shark" DePorre
• Stephen Guilfoyle