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Luke Kawa
Posts
Momentum returns to optics stocks as the release valve for AI optimism
Potentially imminent end to the war? Buy optics stocks. Maybe not? Buy optics stocks anyway.
Retail traders are “skipping the dips” to dash for cash and bet against tech stocks
The speculative fever that dominated markets for much of 2025 looks to have broken.
Oil spikes, equity futures retreat as President Trump commits to hitting Iran “extremely hard” over the next two to three weeks
The ongoing war threatens to bring about an even more pronounced disruption to energy supplies, with negative ramifications for economic activity and financial markets.
Intel soars after buying back stake in Irish manufacturing facility
Investors appear to be viewing this measure as a concrete sign that Intel’s turnaround plan is entering a new phase: growth mode, powered by AI.
OpenAI to be added to ARK’s ETF lineup after completing funding round with $852 billion valuation
ARK and buzzy companies go together like early LLMs and hallucinations.
Beyond Meat tumbles as CEO blames American society for its business struggles after issuing weak sales outlook
The CEO equivalent of flipping over the table when board game night isn’t going well.
CoreWeave jumps after closing unique financing deal to borrow $8.5 billion backed by its chips and Meta’s AI compute purchases
It’s good to get some positive AI-related credit news.
Traders pay a premium for defense ETF that US Secretary of War Pete Hegseth’s broker reportedly attempted to buy before the war
The FT reported that Pete Hegseth’s broker attempted a multimillion-dollar purchase of IDEF before the US attacks on Iran.
Marvell spikes after Nvidia invests $2 billion in the custom chip maker
And YOU get $2 billion and YOU get $2 billion.
Virgin Galactic soars after boosting space tourism ticket prices to $750,000
Virgin had paused its space tourism program after a June 2024 flight in order to focus on building a better spacecraft.