Podcast Episodes
Back to Search
AI Acceleration, Buybacks, and Valuation Divergence: This Week’s Research Digest
This week’s Alpha Research round-up highlights AI-driven demand across software, infrastructure, and health care; a wave of large buyback authorizati…
2 months, 4 weeks ago
$ARM — Valuation Alarms, AI Mania and Microcap Fireworks: A Cautious, Data-Driven View Ahead of a Short Trading Week
$ARM — A rare CAPE warning, mixed Q1 earnings and fund-letter winners, AI-driven sector debates, and explosive microcap volume dominated headlines as…
2 months, 4 weeks ago
$GOOGL — Risk-On Ripples, Regulatory Headwinds: Nikkei Hits 65,000, EU Readies Google Fine, Big-Tech & Credit Moves Drive Monday Headlines
$GOOGL — Holiday-thinned trading saw Japan’s Nikkei breach 65,000 and European stocks hit multi-week highs as oil slid on hopes of de‑escalation. A r…
2 months, 4 weeks ago
Small Caps Lead Modest Rally; Tech Steadies as Markets Digest Sector Rotation and Macro Signals
$SPY $QQQ $IWM $BTC — The market eked out gains across major indexes with small caps outperforming. SPY and QQQ rose modestly while IWM led the pack,…
2 months, 4 weeks ago
$BTC — Electrification, AI and Crypto Drive the Weekend Narrative as Markets Pause for Memorial Day
$BTC $MSOS — Markets were half-asleep for Memorial Day but sector headlines packed a punch: Bitcoin topped $77,000 and NEAR jumped 15%, California ro…
2 months, 4 weeks ago
$MSOS — Cannabis Sector Faces Policy Headwinds - May 25
$MSOS — $MSOS — Cannabis Sector Faces Policy Headwinds - May 25
2 months, 4 weeks ago
Inflation and Stocks: Which Sectors Win and Lose When Prices Rise
Inflation and Stocks: Which Sectors Win and Lose When Prices Rise
2 months, 4 weeks ago
The DEA Just Cracked the Door. Smart Money Is Through It.
The DEA Just Cracked the Door. Smart Money Is Through It.
2 months, 4 weeks ago
$MSOS — Cannabis Roundup: Policy, Sales, and Funding - May 24
$MSOS — $MSOS — Cannabis Roundup: Policy, Sales, and Funding - May 24
2 months, 4 weeks ago
Volatility Dominates: Big Single-Day Moves, Starship Liftoff, and the Liquidity Questions Behind the Tape
Friday’s session delivered stark contrasts — explosive single-day rallies in several names, a dramatic plunge in another, and SpaceX’s Starship test …
2 months, 4 weeks ago