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reddit-buzz

Reddit's War Trade Playbook: Hardware Wins, Software Bleeds, and Someone at the White House Got a Very Suspicious Phone Call

Hardware is eating software's lunch, the Strait of Hormuz is basically a toll booth now, and WSB is increasingly convinced the rotation trade is the only trade.

1 min read

INTUADBECRMCRWV

market-analysis

Hardware Eats Software Alive While the Strait of Hormuz Holds the World Hostage

Seven straight S&P gains, a hardware vs. software civil war, and the Strait of Hormuz cutting off 10M barrels/day. Normal Tuesday.

1 min read

CRWVINTCPANWINTU

crypto-watch

Is Adam Back Actually Satoshi? The NYT Think So — He Says 'Lol, No'

Adam Back got Satoshi's first email in August 2008. He's not Satoshi. He's very sure about that. So sure he had to say it out loud. On Bloomberg.

1 min read

BTC

weekly-roundup

Seven-Day Win Streak, A Ceasefire, and Hardware Eating Software Alive — Here's Your Weekly Recap

A US-Iran ceasefire, a 7-day S&P win streak, and hardware stocks absolutely murdering enterprise software. Welcome to the week that was.

1 min read

CRWVINTCLEVIMETA

earnings-spotlight

Marvell's Earnings Are Coming and Wall Street Is Screaming Buy While Quants Are Shrugging

43 Wall Street analysts say strong buy. Quant models say hold. MRVL's earnings are coming and nobody can agree on literally anything.

1 min read

MRVLCRWVAMZNGOOGL

youtube-insights

$CRWV Just Landed a $35 Billion AI Sugar Daddy — and YouTube Can't Stop Talking About It

Meta just committed $35B to CoreWeave, mortgage rates finally dipped, and the Strait of Hormuz is still a parking lot. YouTube's finance creators are losing their minds — in the best way.

2 min read

CRWVMETAAMZNMRVL

trending-tickers

$CRWV Just Got a $21B Meta Bear Hug — And the Market Shrugged

Meta just handed CoreWeave $21B more in compute contracts. Amazon is dropping $200B on AI capex. The street is hyped. The debt load is terrifying. Pick your vibe.

1 min read

CRWVAMZNNVDAINTC

reddit-buzz

WSB Is Fighting Over $BBB: Bed Bath Is Back and It's Going Full Home Depot

WSB is buzzing about Bed Bath's acquisition spree and whether the ceasefire rally has legs — Reddit's divided and the upvotes are flying.

1 min read

BPDKNFLXDKNG

crypto-watch

Tether Is Bigger Than Your Bank and Nobody's Talking About It

Tether just printed $10B in profit with 300 employees. Your local bank has 50,000 people and made less. Something is deeply, beautifully broken about finance.

1 min read

ETH

earnings-spotlight

Delta's Fuel Bill Doubled and Carnival Just Had Its Best Day in a Year — Earnings Season Is Getting Weird

DAL beat Q1 estimates and CCL surged 11%, but fuel just went from 15% to 30% of airline revenue in one quarter. Retail is celebrating. The CFOs are not.

1 min read

DALCCLCVXSHW

hidden-gems

3 Hidden-Gem Stocks Flying Under Every Radar Right Now — And Why That's About to Change

While Wall Street obsesses over ceasefire trades and Muse Spark, three overlooked small-caps are sitting on real catalysts. Here's where the smart money isn't — yet.

1 min read

SKYWACMRUSPH

weekly-roundup

Ceasefire Euphoria Sends Dow Up 1,325 Points — But 800 Ships Are Still Stuck in the Strait

Dow +1,325. Oil's biggest drop in 6 years. And 800+ ships still anchored outside the Strait of Hormuz. This week had everything.

1 min read

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