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Highlight • 2026-02-18
SaaS Gets Smoked: CRM, ADBE, NOW Red Because AI (And AI Capex Too)
Software stocks are catching hands from AI disruption fears, while the market also side-eyes the giant AI capex bill. Here’s the paradox, the tape read, and what to watch.
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2026-02-18
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NFLX: Streaming War Discount (Week -5.4%, Month -11.6%)
NFLX is sliding and RSI is in the basement. Quick read on the last week/month, what the market is worried about, and what would flip the trend back up.
2026-02-18
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PLTR: Post-Hype Hangover (Week -0.5%, Month -18.8%)
PLTR went from AI darling to bagholder factory in a month. Here’s the tape read, the chart damage, and what would have to happen for a real rebound.
2026-02-18
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RDDT: Post-Earnings Faceplant (Week -2.9%, Month -36.9%)
RDDT went from hot new ticker to pain in a month. Here’s what likely drove the dump, what the chart says, and what a real recovery would look like.
2026-02-18
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SNDK: SanDisk Spinoff Mania (Week +12.8%, Month +47.8%)
SNDK is doing the fresh-spinoff thing where gravity stops working. Here’s what drove the move, what the chart says, and how this could unwind.
2026-02-18
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TSLA: Still The King of Chaos (Week -2.4%, Month -5.1%)
TSLA is pulling back but not collapsing. Quick breakdown of the last week and month, the key levels, and what the market is betting on next.
2026-02-18
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WMT: The Rotation Shelter (Week +0.5%, Month +6.4%)
Tech chops and WMT just keeps grinding near highs. Here’s why the market hides in Walmart, what the chart looks like, and what earnings could do next.
2026-02-12
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Jobs report 11th Feb 2026
A violent rotation out of software and semiconductors hammered the S&P 500 today, while energy and defensives caught a bid.
2026-02-11
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Robinhood earnings: Why $HOOD is down almost 50%
A violent rotation out of software and semiconductors hammered the S&P 500 today, while energy and defensives caught a bid.
2026-02-03
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Why MSTR (Strategy Inc) rose 34% today
A violent rotation out of software and semiconductors hammered the S&P 500 today, while energy and defensives caught a bid.
2026-02-03
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The Great Tech Shakeout: Why the INTC is down Today
A violent rotation out of software and semiconductors hammered the S&P 500 today, while energy and defensives caught a bid.