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June 2025

Half year recap- Unity, TikTok, Oracle, long China again(?) and more
As of the close of Monday we will be halfway through the year.
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Sleepysol
Mid-week market thoughts
FDX, MU, semi conductors and PCE on Friday
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Sleepysol
3
Its sidelines time
Market participants have become lazy.
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Sleepysol
Marvell vs Broadcom
Which ASIC player is worth your money
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Sleepysol
3
Updated thoughts on Reddit, Hasbro, and Honeywell
With the broad market in suspended animation and not a lot moving.
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Sleepysol
Looking forward at the next few weeks in the stock market
The most important thing for the next few days, possibly weeks, is don’t be a hero. Even if the bombing in the middle east stops with cold CPI and PPI…
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Sleepysol
2
Bombs in Tehran and bombs in the stock market
I’m getting this out on Friday evening because I don’t want to half of it written and then something happens either tonight or sometime Saturday when…
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Sleepysol
7
The end of 'Musk Inc' basket
what stocks benefit from musk's fallout with the USG
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Sleepysol
1
Twitter fight, S&P 500 inclusion, and NFP reaction
Week in review:
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Sleepysol
1
NFP reaction preview
April’s NFP (released May 2nd) came in hot at 177,000, handily beating expectations.
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Sleepysol
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