Weekly Roundup

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

Gas at $5, Hormuz Still Shut, Warsh Just Got Sworn In — Welcome to the Wildest Week in Markets

Hormuz closed 82 days, PCE running hot at 3.8%, Kevin Warsh sworn in, and SpaceX filed for a $2T IPO while losing money. Normal week, totally fine.

May 24, 20261 min read

TTWOCRMWDAYZM

weekly-roundup

Dell's Up 135% YTD, Kevin Warsh Just Got Sworn In, and Gas Might Hit $5 by July 4th — Welcome to Your Week

Dell surged 22% in a week, Qualcomm popped 12%, a new Fed chair got sworn in, and oil is flirting with $97. Normal week, totally fine.

May 24, 20261 min read

DELLQCOMELAAPL

weekly-roundup

Dell Up 22%, Nvidia Meh, SpaceX Filed: The Week Wall Street Had a Lot to Process

Dell surged 22%, Nvidia underwhelmed despite an $91B guide, SpaceX filed the biggest IPO in history, and a new Fed chair walked in the door. Normal week.

May 23, 20261 min read

DELLNVDAIBMQCOM

weekly-roundup

PC Stocks Surge, FUTU Craters, and the IPO Parade Is Coming: Your Weekly Social Sentiment Dump

PC stocks ripped, FUTU got slapped with a $271M fine, Nvidia's beat-and-raise bored everyone, and OpenAI is filing for an IPO. Buckle up.

May 22, 20261 min read

DELLHPQFUTUNVDA

weekly-roundup

SpaceX, OpenAI, Anthropic: $4 Trillion Worth of IPOs Are Coming — Is the Market Ready or Toast?

SpaceX filed its S-1, OpenAI is eyeing a $1T valuation, and Nvidia beat estimates but still couldn't impress anyone. The IPO supercycle is either the trade of a lifetime or the top signal of the centu

May 22, 20262 min read

NVDAMUDKNGEL

weekly-roundup

Bond Yields, SpaceX IPOs, and Jensen Huang's Space Data Centers: This Week Had Everything

Nvidia guided $91B but whisper numbers wanted $96B. SpaceX filed for the biggest IPO ever. Yields hit 5.18%. It was that kind of week.

May 21, 20261 min read

NVDAMUDELLGOOG

weekly-roundup

Oil at $110, Yields at 2007 Highs, and Wall Street Is Still Buying the Dip — Someone's Wrong

Oil shock, record bond yields, a $67B utility megadeal, and the AI hype train refusing to slow down. The market is sending mixed signals — here's what actually mattered.

May 20, 20261 min read

NEENVDAAMZNMETA

weekly-roundup

Oil, Iran, and a 48-Hour Clock: How the Week's Biggest Macro Risk Played Out — And Why Markets Still Don't Believe It

Oil whipsawed 3% in a single session, Musk lost to Altman, and Ed Yardeni is predicting a July rate HIKE. Your week in markets, brutally summarized.

May 19, 20261 min read

NEERYAAYBAMSFT

weekly-roundup

Oil at $109, Bonds Puking, and the Trump-Xi Summit Was Basically a Vibes Trip — Here's What Actually Moved Markets This Week

Oil hit $109/barrel, the 10-year cracked 4.6%, and the Trump-Xi summit gave markets a Boeing deal and a shrug. This week had range.

May 17, 20261 min read

NVDABAWMTHD

weekly-roundup

Bonds Throw a Tantrum, Oil Hits $106, and the Market Finally Got the Memo

Bonds snapped, oil surged, and the Trump-Xi 'Beans and Boeing' summit underwhelmed. The market partied all week, then got the bill on Friday.

May 17, 20261 min read

CSCOBADXCMNVDA

weekly-roundup

Inflation at 4-Year Highs, Oil at $105, and Wall Street Just Hit Records — Pick a Struggle

Oil hit $105, PPI ran hottest in 4 years, and the S&P still closed at records. Your weekly dose of chaos, explained.

May 15, 20261 min read

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weekly-roundup

AI Mania Goes Full Barbie: 'Hi, Chip!' But Is It All Just a Dream?

This week, the market felt like a tech-bro's playlist: all bangers at the top, but the rest of the album's a bit... thin. We're talking record S&P 500s driven by just a handful of AI darlings, while i

May 14, 20261 min read

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