Economy
TSMC TSM Stock: $520 Bull Case vs $224 Bear Case
TSMC did not sell off because the quarter was bad. It sold off because the quarter was too good in...
Gold Rebounds from Key Support: Target Set at 4200.00, 20…
Gold can be expected to rise to the next resistance level 4200.00 (which stopped the previous impulse wave i). Gold...
Global FX Market Summary: Middle East Conflict, UK…
Middle East tensions spike oil prices, the UK transitions to Prime Minister Andy Burnham, and central banks navigate shifting inflation....
Micron MU Stock: $1,486 Bull Case vs $740 Bear Case
The consensus view is that Micron (MU) has become expensive after its run. The tape says the opposite. At $984.75,...
Bitmine BMNR Stock: $25 Bull Case vs $11 Bear Case
The standard framing of BitMine Immersion Technologies (BMNR) is that it is a leveraged bet on Ethereum. That description is...
Nvidia NVDA Stock: $302 Bull Case vs $152 Bear Case
The standard bear argument on Nvidia (NVDA) is that growth must decelerate from here. The reported numbers say deceleration has...
Marvell MRVL Stock: $385 Bull Case vs $110 Bear Case
Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The analyst distribution says the real...
Markets are trying to define direction after weak inflation…
The week of July 14–18 was notable due a first disinflationary CPI print for the long time. Kevin Warsh's first...
SpaceX stock: $800 bull vs $115 bear after Starship abort
The comforting story about SpaceX stock is that Thursday's aborted Starship launch was just an engineering hiccup and the dip...
Strength for the pound as sentiment on new government…
Andy Burnham’s government-in-waiting seems more likely to promote continuity while recent British data has been moderately good overall. The pound...
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