George Pearkes

peark.es

14 May 2026 15:03

$F +25% in two days because a Morgan Stanley analyst note suggested that their Energy Storage System battery business (a pivot from EV capacity) has a "fairly high likelihood" of announced contracts with hyperscalers "over the next few months". Sure, why not.

Mike Zaccardi, CFA, CMT

mikezaccardi.bsky.social

14 May 2026 10:25

Up to $4.534 on the national average Shoutout to IL.. up to $5.08

Mike Zaccardi, CFA, CMT

mikezaccardi.bsky.social

14 May 2026 10:25

GS: The 30y Gilt yield traded above 5.8% this week, a level last seen in 1998

Mike Zaccardi, CFA, CMT

mikezaccardi.bsky.social

14 May 2026 10:25

AI chipmaker Cerebras Systems secures $5.55B in the year’s largest IPO $CRBS @seekingalpha

Mike Zaccardi, CFA, CMT

mikezaccardi.bsky.social

14 May 2026 10:25

BofA: Small cap forward P/E of 17x is above long-term avg. of 15x $IWM