Breaking research
2 ideas from this batch
Published 2026-06-29T16:15:09.542086Z
Ideas in this batch
Strategy flips from Bitcoin's biggest buyer to seller — short the contagion risk
The combination of these three stories points to a potential Bitcoin death spiral. Strategy (formerly MicroStrategy), the largest corporate holder of Bitcoin, disclosing plans to sell up to $1.25 billion of its holdings removes the market's
AI stocks are bouncing back on peace news — buy the chip-equipment makers instead of the hype
The news that dip buyers are lifting tech futures as Iran hostilities fade provides the immediate catalyst for a bounce. The fundamental backbone comes from Citi raising Lam Research's target based on a multi-year, $250 billion boom in chip