Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.
Top News
J.B. Hunt’s Best Quarter in a Decade Just Hit
Intermodal volumes set a record and earnings blew past estimates.
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.
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.