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

Semis got wrecked, Bitcoin kept bleeding, and SpaceX filed the biggest IPO in history. The June Swoon Ed Yardeni called is very much in session.

Nasdaq's worst day since April 2025, semis in freefall, and Bitcoin down 50% from peak. The market finally got the news it asked for — and hated it.

The PDT rule is gone, SpaceX is pricing at $135/share, and AVGO just gave the AI trade its first real gut punch. Welcome to the week.
SpaceX skips the price range entirely, Nvidia crashes the PC party, and Bitcoin is apparently having a quarter-life crisis. Big week. Buckle up.
Semis ripped 40%+, the S&P hit record highs for 9 straight days, SpaceX is finally going public, and gold just dethroned US bonds. Oh, and Samsung paid chip workers $340K bonuses. Normal week.
ARM exploded 15.7%, Berkshire dropped $10B on Alphabet, and the S&P hit its 8th straight up day. This week's sentiment data reads like a bull market fever dream.

S&P closed May up 5%, Dell erupted 33% in one session, and SpaceX is lining up a $1.8T IPO. Meanwhile, a Fed Chair candidate nobody's talking about could quietly tighten everything.

Dell ripped 33% in a day. Snowflake had its best session since its IPO. The S&P logged its 9th straight winning week. Oh, and there's maybe an Iran deal. Maybe.

DELL exploded 30%+, SNOW had its best day since IPO, and the S&P hit record highs — all while inflation crept to 3.8% and the Fed eyed its trigger finger.

Snowflake up 34% in a day. AppLovin up 12%. Micron at $1 trillion. If your portfolio missed this week, we need to talk.

Micron crossed $1 trillion, Snowflake popped 30%, and SpaceX filed an S-1 citing a $28.5T TAM. Meanwhile, Meta quietly launched subscriptions. Busy week.

The Strait of Hormuz is still closed. Gas is kissing $5. AI chatter hit fever pitch. And SpaceX filed an IPO prospectus while losing money. Normal week.