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First to Market
Sandisk: Back in a Flash
CHART OF THE DAY GOOD MORNING! Sandisk has had quite a year. Before 2025, Sandisk was perhaps better known as the maker of flash memory,...
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First Word
Decent incoming data today. Trump reveals the "Trump rule" and the template for a dovish Fed in 2026
Equities gained again on Tuesday, as S&P 500 posted 5 consecutive gains and taking year-to-date gains to 18%. We continue to expect a positive bias...
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Daily Technical Strategy
$NVDA rebound happening on schedule & Semis should outperform within Technology
TECHNICAL TRENDS FOR US EQUITIES ARE BULLISH, AND THIS WEEK’S BREAKOUT IN MAGS -0.40% (ROUNDHILL MAGNIFICENT 7 ETF) HAS NOW HELPED ^SPX TO PUSH HIGHER TO...
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First to Market
Could Expanded M&A Activity Revive Value?
CHART OF THE DAY GOOD MORNING! After Donald Trump won re-election in 2024, many observers – including Head of Research Tom Lee – anticipated that...
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Macro Minute Video
Video: Macro Minute: 6 blessings we are thankful for in 2025. And why the setup remains positive for Dec
Video_: _There are 6 blessings we are thankful for in 2025 and we think many of these carry over into 2026. Thus, we continue to...
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Crypto - Comments
Could January See a Tactical Bounce for Crypto?
DISCUSSED IN TODAY'S VIDEO:STRATEGY DIVIDEND RISK IS EFFECTIVELY ELIMINATED – Strategy’s $750M equity sale was used to build U.S. dollar reserves, now covering ~32 months of...
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Daily Technical Strategy
Both “Mag 7” ETF, and Gold break out, while VIX reaches lows of year
TECHNICAL TRENDS FOR US EQUITIES ARE BULLISH, AND THE BREAKOUT IN MAGS -0.40% (ROUNDHILL MAGNIFICENT 7 ETF) HELPS BOLSTER THE IDEA THAT MARKETS LIKELY WILL FINISH...
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First to Market
Micron Shares Are Ripping. But How Long Can The Rally Continue?
CHART OF THE DAY GOOD MORNING! The AI trade has diverged this year, with the Magnificent Seven taking a backseat with their lukewarm performance this...
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Signal From Noise
Magnets, Megawatts, and Monarchs: a Partial New Tech Roundup of 2025
The final December issue of _Signal From Noise_ is always devoted to scientific and technological advances that caught our attention throughout the year – innovations...
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Daily Technical Strategy
Tech rally sufficient to keep the Holiday-rally dream alive
TECHNICAL TRENDS FOR US EQUITIES ARE BULLISH, AND THIS WEEK’S TECHNOLOGY RALLY ON BLOWOUT EARNINGS FROM MU AND A SURPRISINGLY LOW CPI GAVE SOME CONVICTION...
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