Weekly Notes — October 10, 2026
It has been a rough week of being sick. I have slept a ton but thankfully, prior to going down and out, Cerebras provided a teaching moment, and driving in to work Friday at 4:30 a.m. provided another as I…
AI Stocks
Weekly Notes — October 3, 2026
I am working on this post mid-flight heading out to see my daughter for Family Weekend at LSU. The prices you see below are Thursday’s closing prices from October 1st. Once I touch down in Louisiana, we have a crazy…
Weekly Notes — September 19, 2026
It took me quite a while to live what I am trying to demonstrate here. I once held my breath on bad stretches in the stock market. When COVID began and the market absolutely plummeted, it took every ounce of…
Weekly Notes — August 29, 2026
Why Nvidia fell and then rose an hour later Nvidia earnings came out Wednesday afternoon, after the market closed. The numbers were good. Sales were $96.2 billion, more than double what they were a year ago, and higher than what…
Weekly Notes — August 15, 2026
Not that Weekly Notes is meant to be long but I have to keep this short this week. I have been in Baton Rouge moving my daughter into LSU, and I needed to savor every remaining moment I had with…
Weekly Notes — August 8, 2026
There were no notes last Saturday. August 1st belongs to my daughter Isabella. Since she passed away 23 years ago, I have never worked on her day. Three good quarters, three different reactions I have spent a lot of time…
Weekly Notes — July 25, 2026
We have spent more time on artificial intelligence in these notes than I planned to when I started writing them. I will be honest about that. But it is what is driving the markets right now. And if I am…
Weekly Notes — July 18, 2026
Short one this week. Another hard stretch on my end and I want to spend the time I have on what actually matters. I did just get a post out on How to Read an Earnings Release so check that…
Weekly Notes — July 11, 2026
This one is going to be a little different from usual. I want to open with something personal and let the market piece follow. It has been an unusually hard week for me at home, and honestly, showing up to…
Weekly Notes — July 4, 2026
Happy Fourth of July weekend. Some quick housekeeping before we get started. The U.S. stock market was closed Friday for the Fourth of July holiday, so this week’s official close is Thursday July 2. On to the notes. I will…
Weekly Notes — June 27, 2026
Quick note before we get started. This was a very tough week personally. Some hard news on the medical front along with some other challenges. It will never compare to the bad week, weeks, months and years when Isabella passed…
Weekly Notes — June 20, 2026
Quick housekeeping note before we get started. The U.S. stock market was closed Friday for Juneteenth, so this week’s closing prices are Thursday’s. The week was four trading days long. That actually fits the story it tells. Let’s get into…
Weekly Notes — June 13, 2026
This was a wild week. The market swung in both directions on news that mostly was not about the companies whose stocks were moving. Alphabet’s record stock issuance from last week kept teaching its lesson. And on Friday, the largest…
Weekly Notes — June 6, 2026
This week the AI rally finally took a real punch to the gut which it does from time to time. The priced-in lesson we have discussed on this site scaled all the way up from individual stocks to the whole…
Weekly Notes — May 30, 2026
This week the AI rally got bigger, the rules from last week kept proving themselves, and the Cerebras story I started telling last Saturday continued in a way worth watching. Three items, all connected. Let’s get into it. 1. The…