Weekly Roundup

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

CLR Eyes Venezuela Oil Deal as Hormuz Burns: Buy or Bail?

While everyone stares at the Strait of Hormuz, Continental Resources just signed an MOU in Venezuela. Bold move or distraction from the real energy story?

Sep 17, 20262 min read

XOMCVXAMZN

weekly-roundup

Weekly Roundup: Fed Hikes, AI Slows, Oil Spikes to $109

The Fed hiked for the first time in 3 years, AI bosses begged for a slowdown, and oil hit $109. Your weekly social sentiment recap.

Sep 17, 20262 min read

CRWDPANWOKTACAVA

weekly-roundup

Private Credit Default Rate Hits 6.3% Record as Rate Hikes Loom

Private credit default rates just hit a record 6.3%. With more Fed hikes coming and half of defaults being disguised as 'extensions,' the stress is hiding in plain sight.

Sep 15, 20262 min read

COPKRPAXSNVDA

weekly-roundup

Anthropic IPO Eyes $2T Valuation While Begging You to Slow Down

Anthropic wants a $2 trillion valuation AND slower AI development. Wall Street is not exactly known for funding its own speed limits.

Sep 14, 20262 min read

weekly-roundup

SWKS Surges 19%, LULU Falls: September's Biggest Stock Movers

Markets bled all week then bounced Friday. Skyworks ripped 19%. Lululemon got a new CEO and a downgrade. Here's what the chatter got right.

Sep 14, 20263 min read

SWKSAAPLLULUCAVA

weekly-roundup

NVDA Gets a 70% Revenue Target and Jim Cramer Calls It 'Cursed'

NVDA gets a monster revenue forecast, GOOGL gets a Berkshire vote of confidence, and the AI safety debate just got loud enough to move markets.

Sep 12, 20263 min read

NVDAGOOGLMSFTADBE

weekly-roundup

Oil Tops $100, VIX Climbs, and the Week's Biggest Sentiment Shifts

Stocks fell four straight days, oil cracked $100, and social chatter was all over the place. Here's what actually moved the needle.

Sep 11, 20263 min read

CVXQCOMCHYMFCX

weekly-roundup

Visa Sees 10% Spending Growth, BofA Agrees: Is the Consumer Fine?

Visa clocked 10% spending growth. BofA says credit quality is pristine. So why is everyone online absolutely convinced the economy is lying to them?

Sep 10, 20262 min read

BAC

weekly-roundup

Inditex, Burberry, LVMH: Luxury Is Cracking Under Its Own Weight

Strong sales, falling stocks. Luxury's cost problem is real, China demand is soft, and HSBC just waved the white flag on two of the biggest names.

Sep 9, 20262 min read

weekly-roundup

The Week That Was: Hormuz, $QCOM, and a VIX That Won't Sit Still

The internet was loud this week. Hormuz stayed shut, Qualcomm popped 9%, and the VIX quietly reminded everyone it still exists.

Sep 8, 20262 min read

QCOMNVDAGEAAPL

weekly-roundup

Bloom Energy $BE Joins S&P 500 With 166% Revenue Growth

Bloom Energy exploded after S&P 500 inclusion, Nvidia's moat is quietly shrinking, and Japan's wages just hit a 30-year high. Here's what the crowd was watching.

Sep 8, 20262 min read

NVDASAMTAP

weekly-roundup

Apple's $2,400 Foldable iPhone: Big Bet or Big Flop for $AAPL?

Apple's foldable iPhone drops at $2,400 and Pro models may jump $200 more. Is this a revenue windfall or a consumer revolt waiting to happen?

Sep 7, 20262 min read

AAPL

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