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Luke Kawa
Posts
This chart shows how Donald Trump is the king of stock market volatility
One thing’s for sure: the moves will be bigly.
ServiceNow’s guidance shows that there’s no margin for error in software shortfalls
If there’s margin pressure, details don’t matter.
Super Micro craters on report that Oracle canceled a more than $1 billion contract
BlueFin Research said the loss of this contract “is believed to be related” to the charges brought against Super Micro’s cofounder.
Applied Digital surges after announcing $7.5 billion data center lease contract with its third hyperscaler client
“More than 50% of total contracted revenue is now backed by investment-grade customers,” per the press release.
Avis’ announcement of Q1 earnings next week may portend an imminent share offering
It’s kind of the thing you’re supposed to do.
ASML drops after TSMC delays adoption of its newest chip-making machines until 2029
ASML’s new cutting edge tech is “very, very expensive.”
Poet Technologies surges as CFO confirms purchase order from Marvell, calls short sellers “maggots”
You may have known this already, since December, but hey.
4 charts that show the speculative boom is back on
We’re so back.
Hedge funds are following retail traders into the Magnificent 7
Follow the leader.
POET Technologies surges above $10 for first time in 4 years amid explosion in call volumes
As of 11:12 a.m. ET, more than 10 calls have changed hands for every put.