We are in the midst of a semiconductor and DRAM explosion — but cyclicality always wins eventually. Here is how to navigate AMD, Nvidia, Micron, SanDisk, Qualcomm, and Netflix right now.
ARM Holdings reports Wednesday, CoreWeave reports Thursday. A technical and fundamental breakdown of both earnings setups — key levels, valuations, and what traders need to watch.
The latest episode of Charts and Checks explores a pivotal moment for the markets as the S&P 500 hits new all-time highs while major earnings reports from financials and big… PDT Rule Change 2026: Robinhood, Microsoft & Nvidia Update
As we head into the heart of the 2026 earnings season, all eyes are on Taiwan Semiconductor Manufacturing Company (TSM). Reporting in the early hours of Thursday, April 16th (2:00… TSM Earnings Preview: Will NVIDIA Hit New All-Time Highs?
Netflix is shaping up as one of the most important earnings names to watch this week. While most of its streaming rivals are still fighting for profitability, Netflix continues to… Netflix Earnings Setup: Profitable Dominance Meets a Major Technical Test
Introduction Next week marks a critical juncture for the market. With the S&P 500 ($SPY) knocking on the door of the psychological 7,000 level, all eyes are on the “Magnificent… Earnings Insanity: SPY 7,000, The Mag 7, and the “Elon Factor”
In the latest episode of Charts and Checks, hosts Alvaro and Dan dive deep into the current market crosscurrents. From personal anecdotes about leasing a Tesla to hard-hitting technical analysis… Market Rebounds, Tech Bubbles, and the “January Effect”
In a week packed with market-moving stories, two companies captured the spotlight — and for very different reasons. CoreWeave (CWI) is riding the AI data center boom with jaw-dropping growth… CoreWeave and Oklo: A Tale of Two Earnings
This report summarizes the key insights from the “Charts and Checks” podcast, episode six and a half, hosted by Alvaro and Don Fojani. The episode provides a comprehensive look at… Amazon, AMD, and D-Wave and Key Economic Reports
Market Overview & Recent Earnings July proved to be a slower month for active traders. However, Microsoft and Meta delivered “unbelievable” earnings reports, with Meta’s performance being particularly “jaw-dropping.” While… Spotify, AMD, and D-Wave Earnings Insights