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Luke Kawa
Posts
Core Scientific craters after soft Q4 sales
The bitcoin miner turned data center company just reported Q4 results.
Credo Technology tumbles after issuing mediocre guidance
The connectivity company just released its third-quarter results.
Plug Power pops after Q4 revenues exceed expectations
The hydrogen fuel cell company just reported quarterly results.
Hims & Hers surges after RFK Jr. tells Joe Rogan he’s hoping to make peptides more accessible
Kennedy indicated on the “Joe Rogan Experience” podcast that he’s “very anxious” to make about 14 peptides more accessible.
Nvidia gains after being named Morgan Stanley’s top pick in semis, striking two optical communications partnerships
Nvidia is no stranger to doubt early in the year, Morgan Stanley noted, and tends to prove the doubters wrong.
Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies
Shares of Lumentum (LITE) and Coherent (COHR) are mooning in premarket trading after AI juggernaut Nvidia (NVDA) announced that it was investing $2 billion in…
Speculative stock downturn accelerates amid Middle East conflict
The factors key to these speculative themes are out of favor.
Stock futures dip, oil surges after US military strikes against Iran
US equity futures are lower, oil is up, and safe haven assets like gold and the US dollar are getting a bid.
The return of AI credit risk is crushing data center stocks, tipping over other speculative trades in the process
AI upstarts and high-growth companies generally need readily available capital to succeed.
CoreWeave tumbles on weaker-than-expected Q4 adjusted EBITDA
The neocloud just released quarterly results.