The Markets Desk — Week 31 · Tue 28 Jul 2026

Markets

NVDA 197.80 +0.66%·AVGO 382.83 −0.10%·MU 823.84 −8.48%·AMAT 478.00 −7.52%·LNZA 5.68 +3.09%·ASTS 57.69 −1.03%·FN 448.16 −4.81%·MDT 87.30 +3.66%·TSHA 5.54 +0.00%·USAR 14.02 −6.10%·WULF 16.70 −7.12%·MNTS 4.67 −2.51%·LTBR 7.95 −0.87%·A 140.10 +1.60%·ADI 370.66 −0.33%·CRCL 65.58 −0.14%·DFDV 2.68 −1.83%·MAZE 28.50 −0.66%·PONY 7.61 +3.12%·BIDU 104.81 −0.46%·LUNR 12.67 −4.81%·CRWV 67.87 −4.12%·OKLO 40.06 −4.19%·NAKA 4.59 −2.13%·SNPS 386.97 −0.52%·XPEV 12.82 +0.31%·ARAY 0.25 +12.04%·CSCO 116.70 +1.86%·KEYS 303.88 −3.12%·MGX 1.22 +0.83%·

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 · —

Energy Ownership Is the New AI Moat

Power ownership is the scarcest asset in AI infrastructure — not GPUs, not data

●●●○ HIGH · 3YACTIVE · 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.