Deep research into the bottlenecks of the AI world.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 305 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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Micron Technology announced blowout earnings, and the stock is up 18% in after-hours trading. The numbers are staggering:
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What we have noticed with the SpaceX IPO is that there is no middle ground. Either you are in “SpaceX is going to be the biggest company ever.”
One Year of Rebound Capital
Hi there,
This is a guest post from . We launched Rebound Capital last June as our equity research division after more than 4 years of research at Market Sentiment. Here’s the one year update (and a special offer for Market Sentiment read...
MS Portfolio Update | June 2026
The good old days
In the series finale of The Office, Andy Bernard hits us with this devastating quote: “I wish there was a way to know you're in the good old days before you've actually left them.”
Bonds might spoil the party
Priced for Perfection
One of the less fun aspects of my job is to continuously monitor risks to our portfolio. While it’s definitely more interesting to dig into new names and themes when your portfolio is up 57% YTD, you also have to cons...
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Deep research into the bottlenecks of the AI world.
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