CommonQuant
Breaking research

3 ideas from this batch

Published 2026-07-16T08:04:52.748517Z

Ideas in this batch

Inflation cools off and growth stocks are surging — ride the tech rally
When inflation cools off as significantly as it just did, it takes the pressure off the Federal Reserve to keep interest rates high. Lower interest rates make it cheaper for companies to borrow money, which is especially helpful for fast-gr
TSMC shatters records and ASML upgrades outlook — long the AI chipmakers
TSMC just announced a massive 77% jump in quarterly profit, backed by a record-breaking month of sales. Their key equipment supplier, ASML, is so confident that they just raised their outlook for the year. Meanwhile, analysts expect AMD to
Smart money is dumping Bitcoin as it hits $65K on weak dollar — short the rally
Cooling inflation reports weakened the U.S. dollar, providing a strong tailwind that pushed Bitcoin to a three-week high near $65,500. However, on-chain data reveals that large, experienced Bitcoin holders are actively selling into this pri
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