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last_call

Why did one AI squeeze split Big Tech in two?

Jul 31, 2026

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5 min read

Why did one AI squeeze split Big Tech in two?

Same chip shortage, opposite verdicts. The tell wasn't in the megacaps — it was in what they all have to buy next.

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

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Who's actually paying for AI now?

Jul 24, 2026

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5 min read

Who's actually paying for AI now?

Alphabet crushed its quarter and still got hammered. The Mag 7 shed $800 billion in a day, and the market barely blinked. Here's the tell almost everyone's about to miss this weekend.

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

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Why did great earnings tank the stocks?

Jul 17, 2026

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4 min read

Why did great earnings tank the stocks?

SK Hynix hit a record, then broke IPO price.

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

last_call

Why did the chip meltdown reverse so fast?

Jul 10, 2026

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4 min read

Why did the chip meltdown reverse so fast?

Chips got hit for two days on a DeepSeek scare, then the same industry priced the biggest foreign IPO in history. Here's the one price level that says if the bounce is real.

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

last_call

The chips cracked. Where'd the money go?

Jul 3, 2026

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3 min read

The chips cracked. Where'd the money go?

Soft jobs data lit the fuse and the money didn't leave the market — it just changed seats.

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They called it a chip crash. It wasn't.

Jun 26, 2026

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5 min read

They called it a chip crash. It wasn't.

The chips that earned it bounced. The rest got marked down. Thursday's jobs report breaks the tie.

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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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