Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
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Shopify Is Down ~30% and Growing 34%
August 5 is when the market gets a second chance to read this correctly.
First Solar Just Got a Deutsche Bank Upgrade. Enphase Is Up 55% This Year. The Solar Trade Has Two Very Different Answers.
Same industry, same tailwinds — and one stock is outperforming the other by 70 percentage points year to date.
Costco Is Down 13% From Its High. The Special Dividend Catalyst Nobody Is Watching.
COST pulled back hard from $1,094. The Q4 setup on September 24 is more interesting than the slide suggests.
The Dow Just Hit a Record. The Nasdaq Fell. That Split Is the Trade.
The rotation into value, financials, and industrials is accelerating faster than most investors realize.
Broadcom Is Down 20% From Its High. The $100 Billion Question Is What Happens Next.
Record AI revenue, a post-earnings selloff, and a September 3 earnings date that now defines the trade.
Qualcomm Just Rewrote Its Own Story
The chipmaker is no longer a smartphone play. It just proved it.
ON Semi Just Paid $7 Billion to Bet on Physical AI
The stock dropped 23%. The strategic logic is bigger than the sell-off.
The Drone Stock Built for the Way Wars Are Actually Being Fought
Kratos Defense is no longer a defense niche play. It may be the most direct bet on how modern warfare gets wired.
Intel Is Up 263% This Year. The Apple Deal Just Changed the Math Again.
INTC’s foundry pivot just got its biggest validation yet. Here’s what traders need to understand about the levels, the risks, and what comes next.