The Markets Desk — Week 31 · Tue 28 Jul 2026

Markets

NVDA 197.09 +0.30%·AVGO 379.55 −0.96%·MU 815.54 −9.40%·AMAT 474.31 −8.24%·LNZA 5.67 +2.90%·ASTS 56.27 −3.47%·FN 443.60 −5.78%·MDT 86.83 +3.10%·TSHA 5.49 −0.90%·USAR 13.79 −7.64%·WULF 16.51 −8.18%·MNTS 4.56 −4.80%·LTBR 7.85 −2.12%·A 140.30 +1.75%·ADI 367.92 −1.07%·CRCL 64.20 −2.24%·DFDV 2.68 −1.83%·MAZE 28.16 −1.85%·PONY 7.47 +1.22%·BIDU 104.60 −0.66%·LUNR 12.43 −6.61%·CRWV 66.35 −6.27%·OKLO 39.28 −6.05%·NAKA 4.51 −3.84%·SNPS 384.22 −1.23%·XPEV 12.83 +0.39%·ARAY 0.25 +11.78%·CSCO 115.03 +0.40%·KEYS 302.99 −3.41%·MGX 1.23 +1.65%·

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

April 2026

BullishKV Cache Compression Will Cut Inference Costs 50% Before HBM4 Ships at ScaleHighActive13 Apr

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.