The Markets Desk — Week 31 · Tue 28 Jul 2026

Markets

NVDA 196.83 +0.16%·AVGO 381.50 −0.45%·MU 821.26 −8.77%·AMAT 476.92 −7.73%·LNZA 5.62 +2.00%·ASTS 57.45 −1.44%·FN 444.80 −5.53%·MDT 87.35 +3.72%·TSHA 5.51 −0.54%·USAR 13.92 −6.76%·WULF 16.52 −8.12%·MNTS 4.75 −0.84%·LTBR 8.01 −0.12%·A 140.17 +1.65%·ADI 370.04 −0.50%·CRCL 65.12 −0.84%·DFDV 2.68 −1.83%·MAZE 28.86 +0.59%·PONY 7.49 +1.49%·BIDU 104.59 −0.66%·LUNR 12.69 −4.66%·CRWV 66.45 −6.13%·OKLO 40.39 −3.40%·NAKA 4.48 −4.48%·SNPS 390.14 +0.30%·XPEV 12.90 +0.94%·ARAY 0.25 +12.67%·CSCO 116.30 +1.51%·KEYS 301.90 −3.76%·MGX 1.21 +0.00%·

The Record14 callsFull track record →

Market Calls

EVERY THESIS TIMESTAMPED · SCORED WHEN RESOLVED · NO DELETIONS

Directional calls with conviction, timeframe, and a public grade. Analytics live on the Track Record — this page is the ledger itself.

14 total14 active0 validated0 invalidated

▲ LONG · —

BTC Miners Pivoting to AI Infrastructure: The Power Arbitrage

BTC miners own power-ready facilities — the scarcest asset in AI infrastructure

●●○○ MEDIUM · 1YACTIVE · opened Apr 13

The full reasoning behind every call — conviction, catalysts, price targets — is available to Pro members →

How calls are graded

A call locks at publication — direction, conviction, timeframe, and target are timestamped and can’t be edited. Resolution is mechanical: the stated direction against the realized move. Accuracy breakdowns, calibration, and the resolved feed live on the Track Record. Method details: Methodology · Backtest.