#pgm Trending Posts - STEMGeeks

about 23 hours ago

The Laggard Is Worth $5.8 Trillion The Laggard Is Worth $5.8 Trillion Only in 2026 can a stock close at an all-time high of $238.90, carry a market value of $5.78 trillion, sit 3.8% short of becoming the first…

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2 days ago

Two Hundred Times Earnings, One Customer, and a Post on X Two Hundred Times Earnings, One Customer, and a Post on X Two hundred times forward earnings, and what broke it was a post on X. I'd admire the efficiency if I weren't busy…

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3 days ago

Eighty-Six Thousand Dollars of Memory Eighty-Six Thousand Dollars of Memory Sunday, 02:40. A spot Bitcoin ETF allocator, awake, with the screen still on. Fine. Say it plainly. The best macro setup Bitcoin has…

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4 days ago

Eighty-Seven Percent and the Stock Went Down Eighty-Seven Percent and the Stock Went Down Eighty-seven percent. Read it again. A memory company, a business that spent most of its life selling a commodity to buyers who…

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5 days ago

Crude Is Fixed. Tell That to Your Truck. Crude Is Fixed. Tell That to Your Truck. Somebody call the oil desks and tell them to stand down, because the Gulf is back. Goldman reckons Gulf crude exports averaged 23.3…

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6 days ago

The Q3 Call of a Company You Don't Own A fictional earnings call, Thursday, October 1. Ashgrove Industrial does not exist. The yields, the indexes and the Micron print around it do. Operator: Good morning, and…

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7 days ago

Nobody Earns 86% on Memory for Long Nobody Earns 86% on Memory for Long INTERNAL MEMO, FOR THE COMMITTEE, DRAFTED BEFORE THE BELL Subject: Tonight's Micron print, tomorrow's payrolls, and why the two are…

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2 months ago

Bitcoin Was Supposed to Be Here for This Bitcoin Was Supposed to Be Here for This This is the week the hedge-fund narrative was supposed to prove itself, and it collapsed instead. Run the checklist. War in the Gulf…

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2 months ago

RATES STRATEGY RE: The silence isn't working Somebody needs to say plainly what the desk has been dancing around all week: Kevin Warsh built a monetary policy framework on the premise that a…

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2 months ago

Digital Gold, Actual Gold, and the Gap Between Them Date: July 24, 2026 This is not the letter I wanted to write this quarter, but the data forces the issue, so let's deal with it directly. Brent crude has moved 36% higher…

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