エピソード

  • Cannabis Policy Divide and Culture Shift - Feb 8
    2026/02/08
    AI-generated audio analysis: Cannabis Policy Divide and Culture Shift - Feb 8
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    5 分
  • Cannabis Sector Faces Policy Headwinds - Feb 8
    2026/02/08
    AI-generated audio analysis: Cannabis Sector Faces Policy Headwinds - Feb 8
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    5 分
  • Cannabis Policy Headwinds - Feb 7
    2026/02/08
    AI-generated audio analysis: Cannabis Policy Headwinds - Feb 7
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    5 分
  • Weekend Volatility and Momentum: Mega-Cap Weakness, Leveraged Flows and Microcap Spikes Define Friday’s Tape
    2026/02/07
    A volatile Friday closed with Amazon dropping 5.6% on heavy volume, broad participation in leveraged ETFs, and a string of extreme single-day moves in microcaps. Heading into a long weekend, investors face a mix of momentum-driven opportunities and acute gap risk ahead of key catalysts like Salesforce’s Feb. 25 earnings.
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    9 分
  • Dow Hits 50,000 as Big Insider Moves and an MSFT-Backed Pivot Reshape Monday’s Tape
    2026/02/07
    The Dow cracked 50,000 but corporate filings and insider flows dominated headlines: a $26.6M CEO sale at Ameriprise, mixed insider activity at financials, a pivot to Microsoft-backed AI data centers at Iren (MSFT link), and spikes in microcaps. Expect follow‑ups and filings to drive Monday’s reopen.
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    9 分
  • Cannabis Policy Momentum, Mixed Signals - Feb 6
    2026/02/06
    AI-generated audio analysis: Cannabis Policy Momentum, Mixed Signals - Feb 6
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    6 分
  • Market Crosswinds: BofA’s Bull Signal Meets Real-World Risks — From Cheap Guacamole to AI Bets and 8-K Red Flags
    2026/02/06
    A split market narrative emerged Feb. 6: Bank of America’s SSI points to a 12% upside for the S&P 500 even as sector-level shocks — from plunging avocado prices to large tech marketing spends and a string of 8‑K filings — create idiosyncratic winners and losers. Investors must weigh broad market optimism against company-level liquidity, governance and margin pressures.
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    10 分
  • Volatility and Retail Attention Drive the Tape: Bitcoin Angst, TQQQ Slide and an EFX Margin Call Lead Friday’s Market Moves
    2026/02/06
    Retail search spikes for crypto and tax refunds coincided with a sharp intraday drop in $TQQQ and an analyst cut to Equifax ($EFX), underscoring a risk-on / risk-off trading day. Sector research and corporate notices add nuance: brokerages show improving EBITDA while small-cap legal and parent-company reviews keep idiosyncratic risk elevated.
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    11 分