Watchlist (28)
NVDA
GTC kicks off amid inference bet and insider selling pressure
TSLA
Terafab and xAI bets collide with auto margin collapse
RKLB
Revenue soars 48%, insiders abandon ship at $70
AMZN
AWS Inference Win Offsets Energy Drag From $200B Capex
AAPL
China fee cut buys appeasement; macro corrects the bet
V
Earnings beat clashes with AI-stablecoin disruption fears
LLY
Lilly Locks Clinical Edge, Expands Access Platform
AMD
Meta Deal Signed But Stock Sentiment Remains Deeply Conflicted
MU
Micron's 137% revenue beat faces momentum exhaustion
XOM
Iran crisis lifts crude, but futures price it out by 2030
MSFT
Earnings beat ignore signal: MSFT down 27% despite cloud surge
JPM
Dimon warns inflation risk; startup banking gains offset macro headwinds
BA
Space crisis deepens; commercial and defense surge forward
META
Beat revenue, spike capex, hiring freeze threatens margins
ASTS
ASTS crushes 2025 guidance but valuation risk persists
MSTR
Earnings crater but Bitcoin buying continues, intensity rising
PLTR
70% revenue growth masks AI credibility gap and insider selling
INTC
INTC bounces on AI data center gains, foundry losses loom
TSM
Tesla Terafab sharpens TSM's competitive risk in 2030
GOOGL
Google locks Wiz for $32B; pivots capex strategy amid macro headwinds
NBIS
NVIDIA's $2B bet locks Nebius into 5 GW build-out
DELL
AI server boom carries Dell into FY2027 with doubled revenue outlook
QCOM
Volkswagen lock-in and India manufacturing expand non-smartphone revenue
IONQ
$130M Revenue Crushes Quantum Hype, But Street Skepticism Remains
RTX
Iran conflict triggers $5.6B ammo burn, restocking demand surge
LMT
Iran conflict triggers $5.6B ammo restock for LMT
NFLX
Netflix stock bounces as WBD deal dies, but Hastings dumps $30M
NKE
Tariff Relief Arrives, Stock Stays Skeptical