Weekly Roundup

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

Semis Up 60%, S&P Breadth at 30-Year Lows: The Most Hated Rally in History Is Also the Most Dangerous

Semis up 60% in six weeks, 49% of S&P components above their 50-day, and Michael Burry is screaming 1999. The bull case and the bubble case are both correct — pick your poison.

May 12, 20261 min read

MUQCOMINTCAMD

weekly-roundup

Micron Rips 15%, Intel's Back From the Dead, and the AI Bubble Debate Is Officially a Bar Fight

Micron +15.5%, Intel +25% for the week, S&P at record highs, and GameStop tried to buy eBay. No, really. Your weekly sentiment debrief.

May 11, 20261 min read

MUINTCNVDAGME

weekly-roundup

$INTC +25% in a week, Brent at $101, and GameStop tried to buy eBay — welcome to the most unhinged week in markets

Intel +25%, Brent crude at $101, GameStop tried to acquire eBay, and Gundlach is screaming '2007.' Just another week in 2026.

May 10, 20261 min read

INTCAAPLZTSLYFT

weekly-roundup

INTC Rips 25%, AMD Hits Record, and the Chip Party Is Just Getting Started

INTC +25%, AMD +18%, S&P 500 above 7,300 for the first time ever. The bulls ran this week. Here's what the noise actually meant.

May 9, 20261 min read

INTCAMDDELLCRWV

weekly-roundup

Oil Craters 7%, AMD Moons 20%, and the Week That Broke Every Thesis You Had

Oil dropped 7%, AMD surged 20%, and GameStop bid $56B for eBay with couch cushion money. Welcome to the week that had everything.

May 6, 20261 min read

AMDGLWGMEEBAY

weekly-roundup

The Week the Strait of Hormuz Broke Everything (Except $INTC and $PLTR)

The Strait of Hormuz held the world hostage, Ken Griffin called a recession, and Palantir posted 85% growth. Just another week in 2026.

May 5, 20261 min read

INTCAAPLPLTRMETA

weekly-roundup

The Week Oil Broke Everything: $BRK.B Sits on $397B, Spirit Dies, and GameStop Tried to Buy eBay

Oil spiked past $106, Spirit Airlines died, Berkshire crowned a new king, and GameStop bid $55B for eBay. Normal week, totally fine.

May 5, 20261 min read

PLTRAMZNUPSGME

weekly-roundup

Buffett Says 'Church With a Casino Attached' — And He's Not Wrong About This Market

Greg Abel takes the Berkshire throne, Buffett calls the market a casino, oil splits into two realities, and Spirit Airlines discovers what happens when your business model meets $7/gal jet fuel.

May 4, 20261 min read

BPSHELWPPGSK

weekly-roundup

Berkshire Hits $397B Cash, Oil Hits $130 Physical, and Greg Abel Is Basically Flying the Plane Solo Now

Greg Abel's first Berkshire meeting, a $35 oil price gap nobody's talking about, and Big Tech earnings that made the bears look very silly. Weekly roundup time.

May 3, 20261 min read

AAPLGOOGLMETAPWR

weekly-roundup

Earnings Season Delivered a 28% Haymaker — Here's Who Got Knocked Out and Who's Still Standing

S&P earnings grew 28% vs 14% expected, the Fed voted 8-4 in its messiest decision in 33 years, and Spirit Airlines is cooked. Weekly roundup is here.

May 2, 20261 min read

GOOGLMETAAMZNMSFT

weekly-roundup

Big Tech Earnings Week: Alphabet Wins, Meta Pays the Tab, and the Fed Hasn't Slept in Weeks

Alphabet crushed it, Meta paid dearly for AI ambition, the Fed had its most divided vote since 1992, and oil kept doing oil things. Buckle up.

May 1, 20261 min read

GOOGLMETAAMZNMSFT

weekly-roundup

Oil at $126, Fed at War With Itself, and Big Tech Just Split the Room: Your Weekly Chaos Digest

Brent crude hit $126. The Fed had its most divided vote since 1992. Big Tech split into winners and losers. Normal week, totally fine.

Apr 30, 20262 min read

GOOGLAMZNMETAMSFT

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