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Site title: Trade of the Day - Restoring the Lost Art of Smart Speculation
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A Note From Publisher Stephen Prior: The markets and our Monument Traders Alliance offices will be closed Monday, May 25, for Memorial Day. So, we won’t be publishing our Trade of the Day letter.
We hope you enjoy the long weekend, and you can expect to receive your next issue on Tuesday, May 26.
Jet fuel has nearly doubled in price si...
The most powerful AI chips in the world share one manufacturer.
Nvidia, Apple, and AMD all design their chips in-house but ship the blueprints to the same place to be manufactured.
Taiwan Semiconductor Manufacturing Company (TSM), is where every major AI chip moves from blueprint to finished product. No other company builds at this scale or at t...
There’s a chart I keep coming back to…
Not the price of the Dow…
Not new highs of the S&P 500 and Nasdaq…
This one:
And once you understand what it’s telling you, you wo...
Two years ago, Marvell (MRVL) had no custom silicon business.
Today it’s a $1.5 billion revenue line and growing.
Amazon’s Trainium chip and Microsoft’s Maia accelerator both run on Marvell silicon. Google is a customer too, and Marvell works directly with Nvidia on bandwidth and connectivity for AI data centers.
Its management expects the custom silicon ...
Bonds are breaking and the Dark Ticker just paid out.
The 10-year Treasury climbed to its highest level in a year, and last week’s bond selloff was the worst since the April 2025 tariff panic.
War-elevated energy prices are keeping inflation sticky, and Moody’s US credit downgrade piled on when bond markets were already stretched thin.
I’ve been watching ...