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WATCHLIST: 5 AI names that just got marked down

Jun 14, 2026

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4 min read

WATCHLIST: 5 AI names that just got marked down

Everyone's chasing chips. We're watching the power, the cooling, the minerals — the layer that runs no matter what.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The SpaceX problem nobody's talking about

Jun 11, 2026

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3 min read

The SpaceX problem nobody's talking about

To make room for the biggest IPO ever, index funds have to trim what they already hold. Here's the quiet trade hiding inside the headline.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The IPO trap nobody reads about

Jun 10, 2026

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2 min read

The IPO trap nobody reads about

The lockup story behind the biggest IPO ever

Main St. Betz Lead Editor
Main St. Betz Lead Editor
There's blood in the streets... again

Jun 9, 2026

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4 min read

There's blood in the streets... again

The whole AI trade just went on sale. We're not diving for the falling knife — we're building a list and waiting for our price. Here's where we're looking.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
What if AI can't get enough electricity?

Jun 8, 2026

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5 min read

What if AI can't get enough electricity?

Everyone's fighting over the chips. The thing that actually decides whether this buildout happens is way more boring, and it's the part nobody's pricing in.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
5 space companies to watch before SpaceX lists

Jun 7, 2026

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5 min read

5 space companies to watch before SpaceX lists

Why every public space name now has a number to beat — and the 5 we're watching into Friday's debut.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The AI trade just got its first gut-check

Jun 6, 2026

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5 min read

The AI trade just got its first gut-check

Everyone's calling it a tech selloff. Underneath, it was something bigger and most people will miss it this weekend. Here's the real read.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
What Yahoo taught us about the SpaceX IPO

Jun 4, 2026

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5 min read

What Yahoo taught us about the SpaceX IPO

As space hype reaches a fever pitch, we are watching the crucial "line in the sand" levels for these three plays.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
We just entered the most dangerous phase of AI

Jun 2, 2026

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4 min read

We just entered the most dangerous phase of AI

Nvidia's CEO just crowned the next trillion-dollar stock, making it rip 30%. But the real story is why the AI software giants just got dumped today.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Where the $700 billion AI buildout actually lands

May 31, 2026

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5 min read

Where the $700 billion AI buildout actually lands

This week we're tracking the 5 stocks catching the AI overflow, including a 16% volatility setup and a fallen-angel retail trade.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The quiet exit from the world’s biggest stock

May 30, 2026

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5 min read

The quiet exit from the world’s biggest stock

A shooting war started, but Wall Street didn't care. Dell gapped 32% and the S&P hit records. Here is the 2% peace bet they are hiding.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The biggest IPO ever just got cut by $200B

May 29, 2026

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4 min read

The biggest IPO ever just got cut by $200B

One overnight headline wiped out $200 billion, and by the open the exact names that hit all-time highs a day earlier were getting dumped. Wait until you see what the smart money rotated into instead.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
A $2 trillion IPO is quietly lifting this sector

May 28, 2026

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4 min read

A $2 trillion IPO is quietly lifting this sector

The biggest IPO in history is coming in June. If you wait for the news, you are too late. Here are the 4 space trades moving today.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The smartest AI trade of 2026 just got rugged

May 27, 2026

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4 min read

The smartest AI trade of 2026 just got rugged

A massive custom-silicon stock just shed 10% right before a big announcement. Here is where the smart money is rotating today.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Is this the next Nvidia... or a trap?

May 26, 2026

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5 min read

Is this the next Nvidia... or a trap?

Wall Street can't decide if this is the next Nvidia or the next great bagholder graveyard.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The AI money is leaking into weird places

May 24, 2026

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5 min read

The AI money is leaking into weird places

Everybody's crowded into the same chip names, so the late money is sniffing the edges. Here's where it's turning up, what we're watching, and the one name that wins if the mood flips.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Uncle Sam just became a quantum shareholder

May 22, 2026

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4 min read

Uncle Sam just became a quantum shareholder

The same play Washington ran on Intel last August, now pointed at nine quantum names. Stocks ripped 30% before the ink was dry. Here's how to read the signal before the next one drops.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The world's largest company just invested in these names

May 20, 2026

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6 min read

The world's largest company just invested in these names

The hidden shopping list nobody read, and it could shake things up in the land of tech stocks.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The most crowded trade in Wall Street history is cracking

May 19, 2026

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4 min read

The most crowded trade in Wall Street history is cracking

The smartest AI fund on earth is shorting chips and buying the power grid. Here is their exact portfolio breakdown.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The 5 AI stocks quietly bleeding into Wednesday

May 18, 2026

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4 min read

The 5 AI stocks quietly bleeding into Wednesday

Wall Street is aggressively de-risking ahead of Wednesday's print. Here are the 5 supply-chain stocks moving with it.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
May 17 Watchlist: 4 stocks to survive a week of pure chaos

May 17, 2026

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5 min read

May 17 Watchlist: 4 stocks to survive a week of pure chaos

The rules just changed. Inflation is back, AI is taking over finance, and a $5 trillion company reports on Wednesday. Here's what to look out for this week.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
3 Billionaires Just Showed Their Hands

May 16, 2026

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6 min read

3 Billionaires Just Showed Their Hands

The 13F filings for the most recent quarter just dropped, and it reveals some pretty interesting moves from the smart money.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The 48 hours that decide the entire AI trade

May 13, 2026

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5 min read

The 48 hours that decide the entire AI trade

Tonight's print decides the hyperscaler trade. Tomorrow decides the chip fab trade. Here is the exact read-through map. Plus: The $0.72 pre-IPO closing Thursday.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The Next AI Wave Won’t Look Like Chatbots

May 12, 2026

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5 min read

The Next AI Wave Won’t Look Like Chatbots

Here are the 5 untouchable themes the smart money is hiding cash in right now.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
05/10/2026 Watchlist: AI infrastructure is misprice... again

May 10, 2026

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5 min read

05/10/2026 Watchlist: AI infrastructure is misprice... again

Big Tech doesn't have two years to build new data centers. So they are quietly leasing old crypto mines instead. Here is the 4-stock basket to watch Monday.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
05/08/2026: What we got right (and dead wrong) on the AI tape

May 8, 2026

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14 min read

05/08/2026: What we got right (and dead wrong) on the AI tape

Tuesday’s inflation print is a powder keg. Next Friday brings a Fed handoff that historically triggers a 5% market crash. Here is your weekend prep. Plus: Elon's 4,000 mystery crates.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The $16 billion anomaly in the AI sector

May 6, 2026

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11 min read

The $16 billion anomaly in the AI sector

Billions in smart money just rotated into an AI company with a $16B backlog today. Here is today's exact AI money flow map, plus one name that could take off soon.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The 6-layer blueprint for the AI power trade

May 4, 2026

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17 min read

The 6-layer blueprint for the AI power trade

Here is exactly where the money is flowing into (and out of) today. We mapped the entire 6-layer AI rotation. Plus: The $12B anomaly in Tesla’s 10-Q.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
05/03/2026 Watchlist: The Third Leg of the AI Trade

May 3, 2026

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17 min read

05/03/2026 Watchlist: The Third Leg of the AI Trade

The structural AI play smart money is already in.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Big Tech's $700B Capex Bomb Just Dropped

Apr 30, 2026

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15 min read

Big Tech's $700B Capex Bomb Just Dropped

The $700B capex bomb just detonated. Big Tech is bleeding, the "canary" is dead, and the 2008 warnings are flashing red.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Does the AI bubble officially pop tomorrow?

Apr 28, 2026

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24 min read

Does the AI bubble officially pop tomorrow?

AI infrastructure companies are bleeding out today. Here's what to look out for this week to stay prepared.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
04/26/2026 Watchlist: The AI Power Pile-Up

Apr 26, 2026

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18 min read

04/26/2026 Watchlist: The AI Power Pile-Up

This is one of the most stacked weeks of the year. Here are 5 names we're keeping on our radar this week.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
You have 11 days before the market catches on to this catalyst

Apr 23, 2026

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17 min read

You have 11 days before the market catches on to this catalyst

While everyone was focused on TSLA earnings, these 5 names have been setting up for a massive move.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The Shadow Catalyst Watchlist

Apr 20, 2026

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14 min read

The Shadow Catalyst Watchlist

Wall Street is distracted with the war and earnings season. Here are 5 hidden setups that we're keeping an eye on.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
04/19/2026 - The Week Ahead: The Ceasefire Whipsaw

Apr 19, 2026

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24 min read

04/19/2026 - The Week Ahead: The Ceasefire Whipsaw

Wall Street priced in the end of the war, but weekend headlines just flipped the script. Here’s how to trade the chaos, plus our playbook for a massive $TSLA earnings wildcard.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
We're officially in the stupid phase of the AI boom

Apr 17, 2026

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18 min read

We're officially in the stupid phase of the AI boom

Here is the exact list of fake AI pivots we're watching right now, so we don't get swindled.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
🪦Is this the end of the AI rally?

Apr 15, 2026

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1 min read

🪦Is this the end of the AI rally?

If these 3 mega-caps pull back their spending, the tech run may be over. Here's what to watch out for.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The AI Backdoor Trade No One is Talking About

Apr 13, 2026

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1 min read

The AI Backdoor Trade No One is Talking About

The blockade can cause oil prices to stay elevated, and the power grids are already maxed out. Here's the one trade idea people are missing out on.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The $1 Billion Middle Finger

Apr 12, 2026

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1 min read

The $1 Billion Middle Finger

Wall Street calls it "delusional"... But the numbers tell a different story. Find out what sector could continue to pop off this week.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The April Hit List: 3 Plays on Our Radar

Apr 9, 2026

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1 min read

The April Hit List: 3 Plays on Our Radar

3 setups nobody is watching because everyone and their mothers are focused on oil and the war.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The "Anti-Inflation" Watchlist

Apr 6, 2026

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1 min read

The "Anti-Inflation" Watchlist

Here's our watchlist of 5 stocks with catalysts events in the coming weeks, and what to watch out for.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The playbook behind our biggest call this week

Apr 1, 2026

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1 min read

The playbook behind our biggest call this week

Here's how we found this stock that moved ~20% in just two days.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The world's largest quantum computer set to launch this week, and the Street will be watching

Mar 30, 2026

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2 min read

The world's largest quantum computer set to launch this week, and the Street will be watching

This week is jam-packed with trade setups... here are 5 catalyst plays to watch with the holiday shortened week.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Google Just Broke AI's Biggest Bottleneck, and the Street is Watching

Mar 27, 2026

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10 min read

Google Just Broke AI's Biggest Bottleneck, and the Street is Watching

Everyone sold memory stocks, the real winners are hiding in plain sight. Read more about them in today's issue.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
7 days to pick a side for the markets

Mar 25, 2026

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8 min read

7 days to pick a side for the markets

By March 31, we may find out where the market is headed for the rest of 2026.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Tonight will define the rest of 2026 for stocks

Mar 23, 2026

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1 min read

Tonight will define the rest of 2026 for stocks

The clock is ticking and we may see a large move in oil and stocks. Are you prepared?

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The trade of the decade is forming right now

Mar 20, 2026

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1 min read

The trade of the decade is forming right now

Most people won't see this coming

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The Major Signal Wall Street is Ignoring

Mar 18, 2026

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1 min read

The Major Signal Wall Street is Ignoring

This major move by the world's largest company could shake up the economy

Main St. Betz Lead Editor
Main St. Betz Lead Editor
50 years of devastation in less than a decade

Mar 16, 2026

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2 min read

50 years of devastation in less than a decade

We are speed-running the 19th century.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Proof the depression is already here

Mar 12, 2026

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1 min read

Proof the depression is already here

The reason behind everything

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The AI trade nobody sees coming

Mar 11, 2026

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2 min read

The AI trade nobody sees coming

Forget chipmakers and oil, there's a new wave of AI companies that can pop off

Main St. Betz Lead Editor
Main St. Betz Lead Editor
4 Stocks to Watch in this Crazy Market

Mar 9, 2026

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2 min read

4 Stocks to Watch in this Crazy Market

Oil is super volatile and confusing traders, here's what we're watching right now

Main St. Betz Lead Editor
Main St. Betz Lead Editor
This Move in Oil Could Cause Massive Inflation

Mar 6, 2026

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1 min read

This Move in Oil Could Cause Massive Inflation

What more expensive oil prices mean for your gas pump and your portfolio

Main St. Betz Lead Editor
Main St. Betz Lead Editor
5 stocks to watch as the market bleeds

Mar 3, 2026

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2 min read

5 stocks to watch as the market bleeds

The markets gapped down big this morning as oil prices popped and fears of the Iran conflict continuing.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The one trade nobody is pricing in yet...

Mar 1, 2026

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2 min read

The one trade nobody is pricing in yet...

Here's our blueprint for the week and what we're watching out for.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The market is confused right now...

Feb 26, 2026

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2 min read

The market is confused right now...

Are we about to get cooked? NVDA smashed earnings, SaaS stocks earnings "looked" good, but they're not trading like it.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Tonight decides if the AI trade lives or dies

Feb 25, 2026

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2 min read

Tonight decides if the AI trade lives or dies

3 major events happening in the course of 24 hours... SCOTUS killed the tariffs, the 2-hour long SOTU address, and now Jensen's up next.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
These tech stocks got buried by the Claude avalanche

Feb 23, 2026

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3 min read

These tech stocks got buried by the Claude avalanche

SaaS is bleeding out, the Landlord (the Fed) is trapped, and NVDA reports in less than 48 hours. Here is the blueprint.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Watch out for these 5 landmines this week

Feb 22, 2026

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2 min read

Watch out for these 5 landmines this week

15% tariffs due on Monday, NVIDIA Wednesday, a credit fund just froze withdrawals. Here's what to watch out for this week.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The market just broke its own rules

Feb 19, 2026

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1 min read

The market just broke its own rules

We called $FIG on Tuesday. It beat every number and still went red. The Fed whispered "rate hike." Buffett dumped tech. And Walmart lost its crown.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Everyone Dumped This Stock... But It Might Pop Soon

Feb 17, 2026

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1 min read

Everyone Dumped This Stock... But It Might Pop Soon

Half of Asia clocked out. Iran fired missiles during peace talks. And one SaaS stock just partnered with the "enemy."

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The AI virus just spread to banks

Feb 13, 2026

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1 min read

The AI virus just spread to banks

Cisco down 12%. Schwab down 10.8%. The AI disruption that killed software is now infecting financials—and nobody cared about the perfect CPI print.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The government lied about 898K jobs

Feb 11, 2026

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1 min read

The government lied about 898K jobs

Turns out 2025 was WAY worse than they told us. Nearly 900,000 jobs were erased in the benchmark revision. Here's what it means for rates.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
But... The Dow is At 50,000!

Feb 6, 2026

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1 min read

But... The Dow is At 50,000!

After Tuesday's software-led decline, the most violent snapback of 2026 sent the Dow to 50,000 for the first time ever—while tech bagholders watched the rotation happen without them.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The SaaSpocalypse is here

Feb 3, 2026

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1 min read

The SaaSpocalypse is here

Software stocks just had their worst day EVER. One company didn't get the memo—and gold just bounced 6% as investors ran for cover.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
The Tech Divorce

Jan 29, 2026

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1 min read

The Tech Divorce

The Mag 7 isn't a squad anymore... and they're going through a custody battle. We break down what to look out for so you don't got mogged by the markets.

Main St. Betz Lead Editor
Main St. Betz Lead Editor
Is The U.S. Dollar Dead?

Jan 27, 2026

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1 min read

Is The U.S. Dollar Dead?

Sell America is real... and the Dollar may be cooked 🪦

Main St. Betz Lead Editor
Main St. Betz Lead Editor
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DISCLAIMER

This newsletter is for entertainment and educational purposes only. We are not financial advisors. We are a bunch of apes who figured out how to use a Bloomberg Terminal and a group chat at the same time.

Nothing here is financial advice. We don't know your risk tolerance, your portfolio, or how many times you've panic-sold at the bottom. Do your own research. Talk to an actual licensed professional before you YOLO your savings into anything we mention.

Past performance doesn't guarantee future results. The market doesn't care about your feelings, your conviction, or your "diamond hands." If you can't afford to lose it, don't trade it.

We may hold positions in securities mentioned. Trade at your own risk. Eat Cookiez responsibly. 🍪

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