Aug 30, 2026 — Sep 06, 2026 · Latest
Weekly Reports
Aug 23, 2026 — Aug 30, 2026
Software rotation is the week’s clearest trade as investors buy Salesforce and ServiceNow while splitting on Nvidia’s next leg.
Read full report →Aug 16, 2026 — Aug 23, 2026
Selective buying intensified as investors favored Netflix, Uber, Google and software while warning that AI financing, rates and geopolitics could disrupt the rally.
Read full report →Aug 09, 2026 — Aug 16, 2026
This week’s calls favor selective value and bottleneck ownership over crowded AI compute and mega-cap concentration
Read full report →Aug 02, 2026 — Aug 09, 2026
Palantir and contracted AI infrastructure attract fresh buying while rising rates, labor weakness and overbuild risk keep the AI trade on a short leash.
Read full report →Jul 19, 2026 — Jul 26, 2026