- The Bulls Are Using Margin Again. Here’s How Well That Has Ended in the Past.
- Thursday’s After-Hours Advancers and Decliners
- What’s Good for This Chip Giant Isn’t Good for Its Customers
- Thursday’s Closing Market Data
- Good Sale on Pepsi
- Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning
- New Salesforce Short
- After-Hours Earnings Calendar for Thursday
- CoreWeave Covered
- Asia’s Response to ‘Nvidia Effect’ May Surprise You
- Tweet of the Day (Part Four)
- Scaling My SPY Short
- Tweet of the Day (Part Trois)
- Chart of the Day: Now It’s Marvell’s Time to Step Up
- Updating My Shopping List as We Await Warsh at Jackson Hole
- Tweet of the Day (Part Deux)
- Sticking With This CrowdStrike Price Target as Firm Faces ‘Largest Market Opportunity’ Ever
- Back Shorting SPY
- New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex
- Well, Let Me Bring You Back to the Subject, Dougie’s on the Set
- Thursday Morning Market Stats
- Apropos to My Consumer Post
- This Consumer Stock Just Hit a 2-Year High, Here’s How We’re Playing it
- Ed Zitron on All Things AI
- Boockvar: It’s Not Just Vera Rubin, Uncrustables Are Winning Too
- Covered Some JPM
- Tech vs. Financials
- Added to JPMorgan Short
- We’re Long This Small-Cap Drone Name as Fears of Russia NATO Strike Rise
- Adding to Nvidia Short, Covering Some CoreWeave
- More Tales From Nvidia: Promises, Promises (Issue #243!)
- Adding to This Semi-Cap Equipment Holding After Connecting the Dots
- Select Premarket Movers
- Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday
- Most Active Premarket ETFs
- Thursday’s Premarket Movers
- Treasury Actions, Fed Speaker and Economic Calendar
- Today’s Trades
- Nvidia’s Report Is Great for Nvidia, but It’s Complicated for Everyone Else
- Whitney Tilson Supports My EPS/Stock Price Thesis
- Recommended Viewing
- The Consumer Is Spent Up, Not Pent Up
- Howling About Sticky Inflation
- Quoth the Raven: ‘When Wall Street Says Sell, Check Who’s Waiting To Buy’
- Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
- Tweet of the Day
- Oscillator Is in the Neutral Zone
- Things I Did Yesterday
- With the Nasdaq Nearing Oversold, Let’s Check the Intermediate-Term Indicators