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Recent
- Pulse 2026-08-06Beat, Raise, Down 18%: The Punishment Phase Is BackDatadog beat on every line, raised its full-year outlook, grew revenue 36% — and opened the pre-market down 18%. AppLovin missed its own guidance and lost 19%. HubSpot's seat engine stalled and it dee
- Pulse 2026-08-05Four Charts Say Breakout. One Says Watch the Belly.Tuesday delivered the strongest session in months — the Nasdaq-100 up 3.40%, semiconductors up 6.80% — and it left four setups looking the same way: QQQ back above its correction channel with the secu
- Pulse 2026-08-04Intelligence Is Abundant. Authority Is Not.The AI contest is not one race but roughly ten overlapping ones, and most of the companies in it sit on both sides of at least one. Read them together and the interesting thing is not who has the best
- Report 2026-08-04The Control Point
- Pulse 2026-08-03What Was Software Is IndiaThe semis-versus-software split has a country-level twin: Korea and Taiwan trade like the semi complex, India trades like software — and India is showing the same bottom grammar software showed three
- Heresy 2026-08-03Price Is the Only Truth — Closelook Heresy VIIEvery Heresy starts with a consensus model that used to work and a structural change that quietly broke it. The consensus model here is the oldest one in the business: price reflects fundamentals, so
- Weekly Signal 2026-08-02The Hedges Bear No Interest
- Report 2026-08-02Crushed While Correct
- Report 2026-08-01Mag Pulse — The Methodology and the Discount Thesis
- Pulse 2026-07-31The Discount Sits Where the Proof LandedThe Mag complex has gone sideways for nineteen months while semis doubled — a discount built on capex fear. This week the two most-discounted names printed the refutation. A new daily question opens.
- Pulse 2026-07-30Two Raises, One RuleMicrosoft and Meta both told the market they are spending more. One gained roughly 8% after hours; the other was sold. The market is no longer judging AI capex by its size — it is asking whether the s
- Report 2026-07-30The Breadth Discount
- Pulse 2026-07-29The Market Stopped Paying RecordsSK Hynix printed the best quarter in its history — operating profit up 557% — and Seoul sold it 9% into a second circuit-breaker day. Teradyne printed a record with a raised guide and is being paid 11
- Report 2026-07-29The Verification Tax
- Pulse 2026-07-28The KOSPI Is a Semiconductor Index NowKorea tripped its circuit breaker overnight — KOSPI down 8%, SK Hynix closing −14.6%, Samsung −13.4% — and that is no longer a regional story: the KOSPI's 60-day correlation with the Nasdaq-100 sits n