WickedDesk Weekly

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WickedDesk Weekly

07/25/2026WickedDesk Weekly

WickedDesk Weekly #006: Capex Without Applause

Alphabet and Tesla deliver record revenue, raise their spending plans and get punished with 7% and 14% daily losses. The week ends lower for all three indexes, the Nasdaq down 2.0% and the S&P 500 down 1.2%. The regime score still holds yellow at 54 because leadership has not broken down. It simply sits with different groups than before: semiconductors are back at rank 2, energy climbs from rank 21 to 12 while Brent tests $100, and refiners gain against a falling tape.

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07/02/2026WickedDesk Weekly

WickedDesk Weekly #003: Robotics After The Selloff

Short US trading week with indices higher on the week and the strongest quarter since 2020. The break came Wednesday and Thursday, when Meta renting out excess AI compute questioned the scarcity assumption behind AI infrastructure and semis, memory and robotics were sold. The softer jobs report was relief, not the trigger. Robotics stays on the list, and the plan starts with rotation, Matrix strength and the strongest supply chains.

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06/26/2026WickedDesk Weekly

WickedDesk Weekly #002: Rotation Beneath The Surface

A crash week on the surface, a rotation underneath. The Nasdaq lost 4.7% and technology was the weakest sector at minus 5.2%, yet healthcare led at plus 6.7%, the Dow and Russell closed higher, and 60.7% of stocks rose. A memory selloff from Asia sank the chips, Micron's record report pushed back, Apple fell on price hikes, and a hot inflation print kept the regime on yellow. This issue reads breadth, not the index.

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