Wall St Warrior

Semtech Is Up 117% This Year and Still Has a $204 Analyst Target — The 1.6T Optical Trade Explained

Semtech Is Up 117% This Year and Still Has a $204 Analyst Target — The 1.6T Optical Trade Explained

Wall St Warrior June 15, 2026

SMTC isn't a household name. But the AI data center networking buildout is making it one of...

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Marvell Just Got Called the Next Trillion-Dollar Company. Here’s What the Numbers Actually Say.

Marvell Just Got Called the Next Trillion-Dollar Company. Here’s What the Numbers Actually Say.

Wall St Warrior June 14, 2026

MRVL posted record revenue and a wave of analyst upgrades. The question is whether the tape has...

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SMCI Just Dropped 28% in Two Days. Here’s What the Options Market Is Telling You Right Now.

SMCI Just Dropped 28% in Two Days. Here’s What the Options Market Is Telling You Right Now.

Wall St Warrior June 14, 2026

A $7 billion equity raise, $39 billion in AI server orders, and a stock in freefall —...

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Apple Fell 5% at WWDC. Nvidia Quietly Won the Week. Here’s What the Options Market Sees Next.

Apple Fell 5% at WWDC. Nvidia Quietly Won the Week. Here’s What the Options Market Sees Next.

Wall St Warrior June 13, 2026

AAPL slid while NVDA notched a stealth victory — and the divergence between their options flows tells...

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Goldman Sachs Near All-Time Highs — The M&A Supercycle Is the Trade Nobody’s Talking About

Goldman Sachs Near All-Time Highs — The M&A Supercycle Is the Trade Nobody’s Talking About

Wall St Warrior June 13, 2026

GS is trading above $1,000 for the first time. The dealmaking engine behind it is just getting...

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Goldman Sachs Just Repriced. The Question Is Whether It Deserves To Stay There.

Goldman Sachs Just Repriced. The Question Is Whether It Deserves To Stay There.

Wall St Warrior June 12, 2026

Record equities, a four-year-high M&A backlog, and a SpaceX IPO mandate — GS is firing on almost...

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ADBE Just Beat Estimates and Still Fell 6%. Here’s What the Options Market Is Telling You.

ADBE Just Beat Estimates and Still Fell 6%. Here’s What the Options Market Is Telling You.

Wall St Warrior June 12, 2026

Record revenue, raised guidance, a CFO exit — and the stock drops. The setup is more interesting...

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Energy Stocks Are Trading on a War. Here’s What Investors Are Missing.

Energy Stocks Are Trading on a War. Here’s What Investors Are Missing.

Wall St Warrior June 11, 2026

Brent crude, the Strait of Hormuz, and ExxonMobil's 24% YTD run — the oil trade in 2026...

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CrowdStrike Just Split Its Stock. Here’s What the Valuation Debate Is Really About.

CrowdStrike Just Split Its Stock. Here’s What the Valuation Debate Is Really About.

Wall St Warrior June 11, 2026

The cybersecurity leader crossed $5 billion in ARR and announced a 4-for-1 stock split. The post-earnings selloff...

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The AI Infrastructure Stock Jensen Huang Just Put on Every Radar

The AI Infrastructure Stock Jensen Huang Just Put on Every Radar

Wall St Warrior June 10, 2026

Marvell Technology (MRVL) may be the most important chip company most investors still haven't fully priced.

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