The Markets Desk — Week 31 · Tue 28 Jul 2026

Markets

NVDA 198.15 +0.83%·AVGO 383.87 +0.17%·MU 826.04 −8.24%·AMAT 479.15 −7.30%·LNZA 5.68 +3.09%·ASTS 57.84 −0.77%·FN 448.65 −4.71%·MDT 87.12 +3.44%·TSHA 5.53 −0.18%·USAR 14.07 −5.76%·WULF 16.76 −6.79%·MNTS 4.69 −2.09%·LTBR 7.98 −0.50%·A 140.04 +1.56%·ADI 371.37 −0.14%·CRCL 65.82 +0.23%·DFDV 2.69 −1.47%·MAZE 28.44 −0.87%·PONY 7.61 +3.12%·BIDU 104.91 −0.36%·LUNR 12.74 −4.28%·CRWV 67.90 −4.08%·OKLO 40.21 −3.83%·NAKA 4.56 −2.77%·SNPS 387.31 −0.43%·XPEV 12.83 +0.39%·ARAY 0.25 +12.49%·CSCO 117.03 +2.15%·KEYS 304.21 −3.02%·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

June 2026

BullishTSMC: own the bottleneck, not the brand$TSMHighActive9 Jun

WatchingBroadcom: the right custom-silicon thesis at the wrong price$AVGOMedActive9 Jun

BullishSK Hynix: the largest HBM rent, valued like a Korean cyclical$000660.KSMedActive9 Jun

BullishMicron: priced like a cyclical at the top, contracted like a utility$MUMedActive9 Jun

BullishNVIDIA: paying a market multiple for a franchise financing its own demand$NVDAMedActive9 Jun

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.