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Luke Kawa
Posts
Memory stocks tumble after Seagate warns on difficulty of meeting demand, bond yields edge higher
A full reading of the Seagate CEO’s remarks suggests more positivity than the truncated versions provide.
How surging bond yields threaten to derail the momentum trade in stocks
Sharp changes in yields mean the world might be changing. Momentum stocks like it when the world stays the same.
T1 Energy spikes on record call buying after Situational Awareness reveals 3.6% stake
Situational Awareness has become a closely followed fund because of how well it’s done in the AI era and who it’s run by: former OpenAI…
Nvidia: Too big to excite?
The chip designer has transformed from a high-beta leader to a low-beta laggard within the AI theme it created.
Infleqtion reports Q1 adjusted loss; offers modest boost to full-year sales guidance
Infleqtion, the neutral atom quantum computing company, just released Q1 results.
Applied Materials rallies after better than expected Q2 results, strong sales guidance
The semicap company just released Q2 results
Cerebras delivers monster IPO pop as traders clamor for fresh AI investment opportunities
The biggest IPO of the year so far is a prelude to the AI deluge.
POET Technologies surges after $50 million purchase order to launch partnership for new AI infrastructure
Poet and privately-held photonics company Lumilens are working together to deliver chip-level components that can speed the flow of information by translating electrical signals into…
The real problems with using GameStop shares to try to purchase eBay
There are three reasons why GameStop trades where it does. Only one of these, and the least important reason, is something eBay shareholders would get…
Nebius soars on strong Q1 results, boost to full-year contracted power guidance
Up in the neoclouds.