BREAKING: Procure Space, $UFO led the ETF industry in percentage growth last week.
Its weekly net inflows amounted to 18% of AUM, or $40.9 million. Space surged +7.9% higher week-over-week and is now up +22.5% YTD in 2026. Source: Hedgeye on X
Emerging Market Stocks have formed a Potential Inverse Head & Shoulders Pattern against the S&P 500
Source: Barchart
The average stock market return of 10% is misleading
Most years aren’t average - they’re extreme. Big gains. Sharp losses. That’s how long-term returns are made. Source: Peter Mallouk @PeterMallouk
Micron $MU is now one of the top 25 largest companies in the world
Source: Evan, @StockMKTNewz
One channel. Six years of price action. Now testing the limits. $SPX
Source: Trend Spider
There are more stocks on the NYSE in uptrends right now than an any other point since 2024. Is so much winning a bad thing for investors?
Source: J.C. Parets @JC_ParetsX
The Great Rotation Small-Caps vs. Large-Cap
rotation
BREAKING: The AI chip boom shows no signs of slowing.
Taiwan Semiconductor, $TSM, reported a +35% YoY increase in net profit for Q4 2025, driven by surging AI chip demand. Asia’s most valuable company has now posted YoY profit growth for 8 consecutive quarters. At the same time, revenue grew +21% YoY in Q4 2025, to $33.7 billion. Both revenue and profit beat analyst estimates. Full-year 2025 revenue jumped +32% YoY and surpassed $100 billion for the first time in company history. TSMC also expects record CapEx in 2026, at $52-56 billion, up +32% YoY, to expand global manufacturing capacity. Source: The Kobeissi Letter
