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The Wall Street Rollup

HY Harry

Your new favorite Earnings, Finance News, and M&A Transactions Newsletter Blotter from Anonymous Wall Street Professionals

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Latest Issues

What you Need to Know for June 5th

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...

7 days ago

What you Need to Know for June 3rd

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’...

9 days ago

The Week Ahead - May 31

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...

12 days ago

What you Need to Know for May 28

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...

15 days ago

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16 days ago
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