Roy Pour

Market Decode Research

Business EN ↓ Odcinki: 3

Market Decode Research turns market noise into clear, evidence-aware investment stories. Each episode breaks down the stocks, sectors, AI themes, and macro forces investors should understand — with calm analysis, practical context, and no hype. This podcast is for informational and educational purposes only and is not financial advice.

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Autor

Roy Pour

Kategoria

Business

Strona podcastu

podcasters.spotify.com

Ostatni odcinek

28 maj 2026

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Odcinki

Marvell Beat Everything & Fell 5%. Dell Reports Tonight. 28.05.2026 8:07

Marvell Technology delivered the strongest AI-networking earnings print of the cycle, yet fell 4.59% because it had run +27% into the print. The sell-the-beat pattern is confirmed: when the run-up exceeds the beat, the beat gets sold. Tonight, Dell reports with a +48% run-up in 20 days, RSI 80.1, and trading at a $65 premium above the analyst consensus mean. Same physics, but a much higher bar. Fu...

Marvell's Print-Night Math 27.05.2026 21:45

Marvell prints tonight at four forty-five Eastern. The stock is at two hundred eight dollars. The Wall Street mean price target is one hundred seventy-four. By tomorrow morning, one tape is right. Full article and all charts: https://marketdecode.ai/research/marvell-print-night-pt-stock-insider-gap — MarketDecode is informational and educational only — not investment advice.

The AI Cooling Trade: Vertiv vs Eaton vs Trane vs Carrier 26.05.2026 10:44

Memory ran forty-three percent in twenty days. Servers ran thirty-seven. Networking, twenty-four. So why did the cooling layer sit flat? Because the cooling layer is not one trade. It is four. Full article and all charts: https://marketdecode.ai/research/the-ai-cooling-trade-vertiv-eaton-trane-carrier — MarketDecode is informational and educational only — not investment advice.