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TSMC TSM Stock: $520 Bull Case vs $224 Bear Case
TSMC did not sell off because the quarter was bad. It sold off because the…
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Global FX Market Summary: Middle East Conflict, UK…
Middle East tensions spike oil prices, the UK transitions to Prime Minister Andy Burnham, and…
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Bitmine BMNR Stock: $25 Bull Case vs $11 Bear Case
The standard framing of BitMine Immersion Technologies (BMNR) is that it is a leveraged bet…
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Nvidia NVDA Stock: $302 Bull Case vs $152 Bear Case
The standard bear argument on Nvidia (NVDA) is that growth must decelerate from here. The…
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Micron MU Stock: $1,486 Bull Case vs $740 Bear Case
The consensus view is that Micron (MU) has become expensive after its run. The tape…
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Marvell MRVL Stock: $385 Bull Case vs $110 Bear Case
Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The…
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Markets are trying to define direction after weak inflation…
The week of July 14–18 was notable due a first disinflationary CPI print for the…
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SpaceX stock: $800 bull vs $115 bear after Starship abort
The comforting story about SpaceX stock is that Thursday's aborted Starship launch was just an…
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Ethereum Poised for $2,000: Bullish Breakout Confirmed, 15…
Ethereum cryptocurrency can be expected to rise to the next round resistance level 2000.00 (target…
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Strength for the pound as sentiment on new government…
Andy Burnham’s government-in-waiting seems more likely to promote continuity while recent British data has been…