
Your new favorite Earnings, Finance News, and M&A Transactions Newsletter Blotter from Anonymous Wall Street Professionals
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 265 | Last Issue | 7 days ago | Active |

Welcome back. Well, as Broadcom goes, so goes the AI trade…with chipmakers struggling yesterday after Broadcom’s weaker numbers. $MU ( ▼ 13.25% ) $ARM ( ▼ 12.84% ) $AMD ( ▼ 10.86% ) and $IREN ( ▼ 12.14% ) were among some of the names that c...
Welcome back!
Stocks are at all time highs, with some solid numbers from Palo Alto, plus a lot of positive encouragement around Marvell and other AI beneficiaries. Its another nearly 3,000 word edition, so we’ll get right into it.
Here’...
The Week Ahead Of Us 🔍
Welcome back! How is it June already?
Futures are up slightly, as the market is near record highs and many AI beneficiaries have recently exploded in valuation. We’re also seeing a bifurcation in software where co...
Welcome back!
Micron and SK Hynix both hit $1T+ valuations this past week as chip maker stocks have been on an absolute tear. Every AI beneficiary has been rallying dramatically, while in Software we’ve seen a tale of two cities as the ma...
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