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Raw signal, scraped and timestamped.

Source material behind every call on the tape.

REDDIT

73% of AI capex plays underperform

NoTextitreddit / May 23, 2026 · 17:30

Screened 40 large caps most tied to AI capital spending and 73% have trailed the S&P YTD by a median of about 9 points. Power and cooling names diverged the most. Vistra trades at 42x forward now versus 28x a …

REDDIT

SOXX vs Broad Index Funds

AlternativeHeart918reddit / May 23, 2026 · 16:30

SOXX has had a strong long-term run. Since July 2001, its cumulative NAV total return was about 1,741.9**%** through April 30, 2026. Over the last 10-year period, SOXX averaged 28.11% annual returns vs with 15.26% for the S&P 500. Semiconductors …

BLOG

What is keeping you up at night?

substack_jonathan_p._walton / May 23, 2026 · 16:21

JOIN FOR $8/YEARFriends! I don't know about you but I'm carrying burdens. The genocide continues in Gaza and the conditions are being set for ethnic cleansing of the West Bank. Climate change rages on, and there are issues around kitchen …

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