Good Numbers, Thinner Buyer Base / July Reset Who Owns Memory
August 5th Market Brief
The AI Trade Now Rides On A Rocket
August 4th Market Brief
Palantir Nearly Doubled Revenue And Is Still Red On The Year
August 3rd Market Brief
New Month, New Playbook. Two Governments Bought Yen Together.
Levered four times into one idea. The dollar is doing the same thing to everybody else.
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July 31st Market Brief
Not Spending On AI Just Got Expensive. Ask Apple.
July 30th Market Brief
