Weekly Roundup

The week's biggest sentiment movers, and which of last week's calls actually played out.

Chips Are Having Their Best Quarter Ever and the Internet Won't Stop Talking About It

Chip stocks just had their best quarter ever, Iran almost shut down global shipping, and the Fed kept its independence. Wall Street's been busy.

Jul 1, 20261 min read

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weekly-roundup

Missiles, Spinoffs, and Market Mayhem: The Week the World Forgot to Check Its Portfolio

Iran, spinoffs, AI layoffs, and a Fed that kept its job. The week had everything except a calm news cycle.

Jun 30, 20261 min read

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weekly-roundup

The Iran War Is Breaking Everything — Here's What Social Sentiment Is Actually Telling You

US-Iran war broke the Strait of Hormuz, Nasdaq dropped 4.5%, and leveraged ETFs dumped $45B in a single session. Here's what the internet is actually saying about all of it.

Jun 28, 20261 min read

MUGSMSUSO

weekly-roundup

Micron's 84.9% Gross Margins Are Breaking the Internet — and the Memory Market

Micron posted $41.5B in revenue with 84.9% gross margins. ON Semi fell 25%. Wendy's squeezed shorts. Iran closed Hormuz. Normal week, really.

Jun 27, 20261 min read

MUQCOMSYNAWEN

weekly-roundup

$MU Just Printed All-Time Highs Then Faceplanted — Here's What The Internet Got Right (And Wrong) This Week

Micron blew the roof off earnings, Apple hiked prices and got punished, Wendy's became a meme stock again, and Iran threatened to close the Strait of Hormuz. Normal week.

Jun 26, 20261 min read

MUAAPLQCOMWEN

weekly-roundup

$MU Just Broke Memory Economics — 86% Gross Margins Are Not Normal and Wall Street Is Finally Noticing

Tech bled out Monday, Wendy's went full meme, and then Micron dropped a $50B guidance bomb. Your week in social sentiment, explained.

Jun 25, 20261 min read

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weekly-roundup

The Week the Internet Broke: Greenspan Dies, Starmer Quits, Iran Talks, and SpaceX Faceplants — All in 5 Days

Greenspan's gone, Starmer's out, SpaceX is bleeding, and Iran is playing chicken with 30% of the world's oil supply. The internet had opinions.

Jun 23, 20261 min read

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weekly-roundup

The Internet Spent All Week Arguing About Iran While Seth Klarman Quietly Called This Market 'Euphoric'

Iran drama, a fragile 60-day MOU, SpaceX down 18% from highs, and Seth Klarman calling the market euphoric. Welcome to your weekly reality check.

Jun 22, 20261 min read

CCLQQQGLDBHP

weekly-roundup

The Internet Just Woke Up to the Iran-Oil Trade — Here's What the Chatter Actually Says

Iran deal, semi rip, SpaceX IPO, and a Fed chair who refused to show his cards. The internet had opinions on all of it.

Jun 21, 20261 min read

INTCAAPLASMLCCL

weekly-roundup

Hormuz Opens, Semis Explode, and the Market Shrugged Off a Whole War: Your Week 26 Roundup

Iran closed the Strait of Hormuz, oil whipsawed, semis hit record highs, and somehow the market ended the week smiling. Here's how it all played out.

Jun 20, 20261 min read

INTCAAPLCCLUSO

weekly-roundup

The Iran Deal, Fed Hawk Warsh, and a Semis Super Cycle: The Week the Market Finally Had a Plot

The Strait of Hormuz reopened, Kevin Warsh spooked the bond market, and Intel got a Trump-Apple glow-up. Here's everything that actually mattered this week.

Jun 19, 20261 min read

INTCAAPLACNSPCE

weekly-roundup

Iran Deal, Fed Hawk, SpaceX Mania: The Week Wall Street Couldn't Stop Talking About

Oil craters, chips surge, SpaceX breaks options markets, and the new Fed chair walks in swinging. The internet called most of it. Here's the tape.

Jun 19, 20261 min read

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