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“Money grows when it’s allocated deliberately, not constantly.” – Jessie Livermore Professional speculation, at its core, is a game of questions and deductions: questions are posed, deductions are made, and bets are placed. We know we’ve deduced correctly when a profit is shown and wrongly when a loss occurs. It’s always been the difficult questions that lack apparent answers th...

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What a week!  Our hero SanDisk (SNDK) delighted investors with its Investor Day, earnings season kept on cruising along, and the CPI/PPI reports helped quell fears over inflation. So let's dig into the 5 things you need to know about markets right now. Use the table of contents to skip ahead: Skip Ahead! It Was a BAD Week for Michael Burry and AI ShortsThis Micron Chart Is Insan...

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SanDisk (SNDK) rocketed 200+ points higher today after a strong investor day event. And the Inner Circle team caught a 30% move in SNXX. David Prince explains why this was the key to Nirvana for the semi space: David also covers: Which other semi names he's focused on How he played the neocloud space after NBIS and CRWV earnings Why SPCX isn't actually about Space right now What...

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Elon Musk's SpaceX (SPCX) just bounced off the lows. But it's about to hit a wall. JR explains. JR goes over: Why he's been shorting SpaceX (SPCX) The ETFs he uses to handle SpaceX Why it was the most obvious short in history after the IPO What the breakaway gap in Hewlett Packard Enterprise (HPE) means for SanDisk (SNDK) Why the semis may be bottoming The reason the CPI report ...

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The short setup into the FOMC decision last week was one of the best I’ve ever seen: during an ominous time of the year where crashes occur, the stock market was being pushed closer to the edge by 10yr US Treasury bond rates rising in response to pressure on the Bank of Japan (BOJ) to hike rates and in response to pressure on the Japanese Ministry of Finance (MOF) to sell dollar...

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