Today's research batch
4 ideas from this batch
Published 2026-06-28T07:14:03.419728Z
Ideas in this batch
Oil spiked on Iran strikes, but Saudi price cuts say crash the fear premium — short oil
The U.S. strikes on Iran created a classic geopolitical fear spike in oil prices, with traders weighing disrupted flows through the Strait of Hormuz. However, combining this with the news that Hormuz is actually reopening and Saudi Arabia i
Micron's $100B AI demand is real but stock is dumping with tech — buy the disconnect
Micron's earnings were a blowout — revenue quadrupled and the company locked in $100 billion of AI memory demand. Yet just one day later, MU, Nvidia, and SanDisk are all falling in a global tech sell-off. The CNBC article confirms Micron it
Trump backs off Fed and inflation hope emerges — small caps ready to rip on rate cut hopes
Small caps are already on pace for their best first half since 1991 — they thrive when rate-cut expectations build because their borrowing costs are more sensitive to policy shifts. Trump easing pressure on Fed Chair Warsh, combined with Go
Bitcoin in 'extreme fear' at $58K but friendlier Fed could spark reversal — contrarian bounce play
Bitcoin has been crushed to $58,000 with 'extreme fear' gripping investors, but CoinDesk notes the $50K-$60K zone is 'where buyers have always stepped in.' While derivatives signal more pain ahead, the macro picture is shifting: Trump is ea