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weekly-roundup

Blue Wave Weekly Recap: Markets Lost $2.3T and VIX Hit 28

The VIX spiked 70% in a single day, the Nasdaq had its worst week since 2020, and social chatter was dominated by one question: is the AI trade actually over?

Nov 8, 20263 min read

IONQABNBBRK.BNVDA

weekly-roundup

Marvell $MRVL Crashes 28%: Worst Week Since 2001 After Luminar Deal

Marvell's worst week since 2001, Lumentum down 40%, and a VIX that spiked 70% in one day. Here's what actually happened and what comes next.

Nov 7, 20262 min read

MRVLLITEABNBIONQ

weekly-roundup

Weekly Roundup: Blue Wave Breaks AI Trade, Semis Crater 12%

Semis got obliterated, the VIX whipsawed 20%, and your Twitter feed couldn't decide if this was 2000 or a buying opportunity. Weekly roundup time.

Nov 6, 20263 min read

NVDACRWVAMDABNB

weekly-roundup

Blue Wave Wipes $5T from Nasdaq: What Happens Next

Democrats swept Congress, Iran lit tankers on fire, and the Nasdaq is flirting with correction territory. Buckle up for the weekly recap.

Nov 4, 20262 min read

INTCMSFTTSLAPFE

weekly-roundup

Weekly Roundup: AI Stocks Split, Midterms Hit, VIX at 21

VIX hit 21, Nasdaq dropped 1%, and the midterms landed on top of an Iran war and a $115B AI deal. Here's what social sentiment got right this week.

Nov 3, 20263 min read

MSFTAAPLNVDAAMD

weekly-roundup

Midterm Week Scorecard: VIX Spiked 13%, Intel Cratered 29%

Intel imploded, VIX jumped 13%, tankers kept exploding, and America went to vote. Here's what the crowd got right and wrong this week.

Nov 2, 20262 min read

INTCGOOGLICEBTC

$Anthropic IPO Targets $1.5T Val: Is the Math Real? thumbnail$

weekly-roundup

Anthropic IPO Targets $1.5T Val: Is the Math Real?

An $80B net loss that's mostly fake, compute costs that collapsed from 251% to 48% of sales, and a valuation that makes GPT-4 look cheap. Welcome to Anthropic's IPO.

Nov 1, 20262 min read

GOOGLAMZNBTC

weekly-roundup

Weekly Roundup: Tech Bled, Oil Won, and AI Ate Its Own Ad Revenue

Semiconductors, search giants, and tankers all burned this week. Here's the full social sentiment breakdown of the most chaotic 5 days in months.

Oct 31, 20263 min read

INTCGOOGLAMZNNVDA

weekly-roundup

Binance Lost $6.3B in Crypto's Biggest Hack Ever

Binance got hit for $6.3B in the largest crypto hack ever. Here's what the social chatter missed and what it means for the rest of the space.

Oct 30, 20262 min read

COINHOODBTC

weekly-roundup

Ford (F) PEG at 0.25: The Cheapest Big Auto Stock Nobody Is Talking About

Ford raised full-year EBIT guidance to up to $11B, with a PEG ratio of 0.25 that makes GM look expensive. Here's why sentiment is finally catching up.

Oct 29, 20262 min read

weekly-roundup

Alphabet Drops 7.5% on $1.5B Search Miss: The AI Trade Cracks

GOOGL tanked 7.5% after-hours, Boeing hit an 18-month low, and Anthropic revealed $16B in revenue. This week had range.

Oct 29, 20262 min read

GOOGLBAAAPLMSFT

weekly-roundup

Boeing (BA) Down 11%, ANT IPO Up Big: Week's Biggest Movers

BA hits an 18-month low, Anthropic files under $ANT with $16B in H1 revenue, and the Fed is stuck. Here's what social sentiment got right this week.

Oct 28, 20262 min read

BAAVGOUPSTMO

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