Trade War Escalates… And Target’s Big Drop 3/4/25

Trade War Escalates… And Target’s Big Drop 3/...

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Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26

A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software t ...  Show more

Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26

Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BF ...  Show more

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The trade war hits Defcon iPhone, Kellogg surges (because, snacks), and Canada Goose falls on un-wokeness
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