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Did China just end the memory chip boom?

Jul 16, 2026

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4 min read

Did China just end the memory chip boom?

Down 20% this month, and Thursday piled on more.

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

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Where did IBM's $66 billion just vanish?

Jul 14, 2026

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3 min read

Where did IBM's $66 billion just vanish?

While IBM's own CEO admitted the miss out loud, Micron ripped higher and ServiceNow got dragged down in the same hour, proof the AI money didn't disappear, it just found a new address. We charted the rotation and the one price level that tells you if this was a one-quarter stumble or the start of something worse.

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

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Why are five chip stocks ripping at once?

Jul 9, 2026

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4 min read

Why are five chip stocks ripping at once?

SK Hynix prices its $28B Nasdaq debut tomorrow.

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

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Did DeepSeek just cap Nvidia's ceiling?

Jul 7, 2026

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3 min read

Did DeepSeek just cap Nvidia's ceiling?

The AI trade didn't break today. The idea that only one company profits from it did. Here are the exact price levels we are watching right now.

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

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Did the jobs report just kill the hike?

Jul 2, 2026

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4 min read

Did the jobs report just kill the hike?

Payrolls missed by half. Small caps didn't blink.

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Why did Washington just show up in space?

Jun 30, 2026

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4 min read

Why did Washington just show up in space?

Everyone is staring at the giant. The smart money is tracing what just landed beside it: the $8 billion takeover, the $100 level on Rocket Lab, and one quiet trade running in parallel.

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The single ETF to watch as Washington rewrites the rules

Jun 25, 2026

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4 min read

The single ETF to watch as Washington rewrites the rules

Congress quietly passed the biggest housing package in a generation, triggering a massive rally across homebuilders. Here is the single ETF you need to watch now.

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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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