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Weekly Market Report 8/16/26
Major catalyst for an emerging theme, the memory trade, a brilliant investors moves that might be telling us about the next bottleneck, my portfolio…
Aug 16
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Za
121
28
24
The SpaceX Trade
The anatomy of the SpaceX trade + the potential next big trade.
Aug 13
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Za
131
30
19
The AI Trade Landscape
Memory, optics, photonics, compute. Where do these groups stand today? Have they topped?
Aug 11
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Za
130
26
19
Weekly Market Report 8/9/2026
Big AI opportunity, another SpaceX esque trade, software and the leaders, my portfolio, favorite charts, and more.
Aug 9
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Za
153
30
28
The Next Big Trade
Could this be the next memory or CPU trade? My positioning, stocks in this theme, and more.
Aug 6
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Za
164
16
26
It Happened.
My new positions, the AI trade, a big opportunity brewing, leaders, the overall market, and more.
Aug 4
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Za
130
20
24
Weekly Market Report 8/2/26
A rare trade opportunity, the "chosen" AI stocks, my favorite group outside of AI, my portfolio, favorite charts, and more.
Aug 2
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Za
133
16
28
July 2026
Was That Just The Bottom?
Leopold blew up, is it that simple?
Jul 30
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Za
132
12
22
Fear Is Here. Is This An Opportunity?
Is this the end of the bull market?
Jul 28
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Za
133
11
22
Weekly Market Report 7/26/26
The stock that reminds me most of MU, the next memory esque bottleneck, a potential META 2022 esque play, the overall market, my trading portfolio, and…
Jul 26
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Za
137
19
20
Something Is About to Give
SpaceX, Tesla, and Tacos. The market is about to tell us where it's going over the coming weeks.
Jul 23
•
Za
134
9
25
The Bottoming Process Has Begun
What section of the market I think is in the process of forming a big picture bottom.
Jul 21
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Za
137
29
20
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