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weekly-roundup

Walmart $WMT Posts Weakest Sales in 6 Years: Consumer Is Cracking

Walmart just printed its slowest sales growth in over six years. The consumer stress isn't coming, it's already here.

Aug 22, 20262 min read

WMT

hidden-gems

3 Forgotten Small-Caps Hiding in Biocomputing, Nuclear, and AI Power

Power shortages will choke 40% of AI data centers by next year. These three small-caps are positioned where the money has to go next.

Aug 22, 20262 min read

NNEPOWLHIMS

crypto-watch

Bitcoin's Debasement Trade: Why BTC Is the New Gold

Bitcoin isn't just squeezing shorts anymore. It's becoming the debasement hedge du jour as bond vigilantes torch long-dated Treasuries.

Aug 22, 20262 min read

BTCGLD

market-analysis

Bond Yields Hit 30-Year Highs: Is the 60/40 Portfolio Dead?

US 30-year yields just hit 30-year highs. Treasury's buyback flopped. Gold and Bitcoin are up. This isn't noise, it's a rotation.

Aug 22, 20262 min read

GLDBTCAVGOMRNA

breaking-news

Nvidia $NVDA Earnings Preview: AI's Biggest Week Arrives

Jackson Hole gets a new voice, Nvidia faces its biggest test yet, and bond vigilantes are still very much awake. Here's what traders are watching.

Aug 22, 20262 min read

NVDAMRNAMRK

youtube-insights

Ross Stores $ROST Jumps 7.5% as Off-Price Retail Wins the Tariff Era

Ross Stores surged 7.5% premarket after raising full-year EPS guidance. BJ's Wholesale jumped 5.6%. The trade-down trade is very much alive.

Aug 22, 20262 min read

ROSTBJTJX

earnings-spotlight

TJX Companies Raises FY Guidance After Q2 Comp Sales Jump 4%

TJX posted a 4% comp sales beat and raised full-year EPS guidance. Retail sentiment is looking the other way. Their loss, maybe your gain.

Aug 22, 20262 min read

TJX

hidden-gems

3 Hidden-Gem Small-Caps Riding AI, Cybersecurity, and Beef Chaos

Forget the mega-caps. Three small-cap stocks with real catalysts are flying under Wall Street's radar while the crowd chases Bitcoin and mRNA hype.

Aug 22, 20262 min read

SKYWATENVITL

crypto-watch

Bitcoin's 22% Weekly Surge: The Short Squeeze Nobody Saw Coming

Bitcoin's 22% weekly gain wasn't just a bull run. It was a $2.7B short-squeeze ambush that left bears absolutely torched.

Aug 21, 20262 min read

BTCMSTR

weekly-roundup

Moderna $MRNA Surges 90% on Melanoma Vaccine Win With Merck

Moderna exploded 90% in a single session after its personalized mRNA cancer vaccine crushed a Phase 3 melanoma trial. Here's what moved and why.

Aug 21, 20262 min read

MRNAMRKDE

market-analysis

Bill Dudley Calls AI Stock Bubble: Shiller P/E at 41, Bursts by 2027

Bill Dudley says the AI bubble looks a lot like the railroad and internet booms. With Shiller P/E at 41 and consumers maxing out cards, is he right?

Aug 21, 20262 min read

BRK.BAVGOWMTBTC

youtube-insights

Anthropic Targets $2T IPO at 30x Revenue: Bubble or Bargain?

Anthropic is gunning for a $2T IPO at 30x revenue while Bill Dudley says the AI bubble pops by 2027. Bloomberg's data and your portfolio deserve a conversation.

Aug 21, 20262 min read

MSFTVRTAVGOBTC