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Author Archives:
Brandon Kwan
Bloom Energy’s Beat, But BE Still Gets Smacked
Meta (META) and the AI cash machine tease
SMCI, DELL, HPE: AI Hardware Rips Higher
Intel (INTC) Gets a Rare Upgrade as the Chip Trade Bats Last
Datadog (DDOG) Wins Bernstein’s AI Glow-Up
Tesla TSLA’s Roadster Stunt Jolts EV Trade
TSMC’s Record Profit, Chip Stocks, and the AI Heat Check
ASML, TSMC and Samsung push orders toward 2030
Adobe’s HSBC Hit, ArtCraft’s Free Clone, and the Market’s Mood Swing
Adecco Slides, Peers Bleed: ADEN, RAN, HAY, PAGE, MAN
SpaceX Squeezes AT&T, Verizon, T-Mobile
GNRC Pops on Piper’s $303 Call, Data-Center Backlog
Meta’s golden cross, Muse, and the $1,000 tease
Nvidia, NVDA and the $6 Trillion Tease
Nu Holdings Pops Twice as Traders Chase NU
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