Independent equity research, trades, and weekly market notes.
Expect small-cap leadership as year-end tax-loss selling abates and fresh allocation flows return, while semiconductors show divergent positioning af…
A White House executive order to accelerate U.S. drone leadership is easing regulatory barriers and funding key technologies. The Defiance JEDI ETF p…
MRAM addresses energy bottlenecks for AI and edge compute by providing instant-on, nonvolatile magnetic memory. Everspin is a public specialist with …
SCHH at 21.00 offers diversified exposure to roughly 120 REITs with quarterly rebalancing and dividend-focused returns. Edwards LifeSciences (EW) is …
Q3 GDP surprised at 4.3% versus a 3.2% forecast, triggering a multi-day rally and record highs on Christmas Eve. Consumer consumption rose 3.5% annua…
Stronger-than-expected GDP growth fueled a multi-day rally, led by consumer spending and exports, yet healthcare-dominated consumption may overstate …
Aeluma pursues optoelectronic solutions to relieve AI data center and defense signal-processing bottlenecks by integrating compound semiconductors on…
Delayed releases after the government shutdown filled missing inflation and jobs data but raised doubts that kept buyers cautious. Unemployment rose …
Carnival (CCL) reinstated its dividend and jumped 10% after an earnings-week announcement as revenue and net income recovered to record levels and 20…
Skepticism about delayed inflation and labor data and concerns around elevated AI valuations have left markets range bound. Macro remains constructiv…
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