Article
Gamma And Momentum: A Recipe For Cheers And Tears
Gamma And Momentum: A Recipe For Cheers And Tears
Authored by Michael Lebowitz via RealInvestmentAdvice.com,
Intel (INTC) shares have risen 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (AMD) and Micron (MU), are posting similar gains. Many other semiconductor stocks, along with some computer hardware companies, are the market’s latest AI darlings. Momentum and gamma are driving the outperformance, and, in their wake, a supportive narrative is trying to justify it.
The narrative holds that the insatiable infrastructure buildout for...
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May 5, 2026 / Tyler Durden
After Bizarre CEO Interview On CNBC, Michael Burry Exits GameStop Position
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Michael Burry has exited his position in GameStop Corp., saying the retailer’s reported bid for eBay Inc. changed the investment case, according to Bloomberg.
In a Monday post to his Substack subscribers, Burry said a potential $56 billion cash-and-stock acquisition would likely require too much debt and no longer aligned with his original thesis for GameStop. He had previously backed the company in 2019, a move that helped spark investor enthusiasm around the stock.
Burry wrote: “Wall Street does indeed mistake...
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Feb 21, 2026 / Tyler Durden
Trump Admin Mandates English-Only Tests For Truckers Seeking Commercial Driver's Licenses
Trump Admin Mandates English-Only Tests For Truckers Seeking Commercial Driver's Licenses
Authored by Kimberly Hayek via The Epoch Times (emphasis ours),
The federal crackdown on unqualified truckers kicked into a higher gear Friday when the nation’s transportation chief announced that tests for commercial driver’s licenses must be given only in English.
A truck drives through the Port of Oakland in Oakland, Calif., on Nov. 14, 2025. Justin Sullivan/Getty Images
Transportation Secretary Sean Duffy revealed the latest policy with a goal of ensuring that truck drivers understand English well enough to read road signs...
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Mar 30, 2026 / Dave DeCamp
Trump Threatens To ‘Blow Up’ Iran’s Desalination Plants
President Trump on Monday added Iran’s desalination plants to the list of infrastructure he may “blow up” if a deal isn’t reached to end the war, threatening attacks on the country’s water supply, a clear war crime under international law. “The United States of America is in serious discussions with A NEW, AND MORE REASONABLE, […]
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