HeyJaredThematic Insights
Mapping structural market shifts. We comb through thousands of corporate events to isolate market trends and extract actionable stock opportunities.
- Indexed issues, last 90 days
- 14
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- Sep 25, 2026
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- Aug 6, 2026
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Charts of the Week (opens the original)
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For weeks, these charts have tracked markets pricing in Fed hikes. Last week, the Fed actually delivered one — its first hike following the easing cycle — and the bond market’s reaction was essentially: that’s a start. Two-year yields are pricing several more, long-dated Treasuries keep falling, and the most popular long-bond ETF just closed at a record low.What makes this cycle unusual is the backdrop. US manufacturing just hit a 52-month high, services are booming, and AI capital spending is c
The Uncancellable Contract (opens the original)
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Memory supply contracts used to run about a year. In March, Micron (MU) signed one for five. By June it had sixteen such contracts. Fourteen of them commit customers to buy roughly $100 billion of DRAM and NAND at a minimum price through 2030, with about $22 billion in deposits paid up front. The customers can't cancel. The same quarter, memory makers bought 51% of the chipmaking systems ASML (ASML)<sp
Charts of the Week (opens the original)
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If you asked a fund manager last month what could break this market, most would have said an AI bubble bursting. Ask them today, and the answer has changed: a disorderly rise in bond yields now tops the list of feared tail risks, and the charts this week make the case for why. US, UK, and German yields are all pushing into territory not seen in years or decades, and traders are rapidly repricing central bank paths in response.And yet, away from the bond market, the AI-and-tech trade shows no sig
The Repeat Loan (opens the original)
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In August, within a day of each other, Dave (DAVE) and Sezzle (SEZL) each reported the kind of quarter that consumer fintech used to only promise on a pitch deck. Dave's revenue grew 30 percent, its ninth straight quarter of at least 30 percent growth, according to its second quarter release. Sezzle's grew 52 percent, and the company kept 27 cents of net income on every dollar that came in the door. Both stocks fell anyway, DAVE by rough
Charts of the Week (opens the original)
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Nvidia's Jensen Huang didn't hedge this week: after OpenAI's rollout of GPT-6 on Thursday, he declared that "AGI has arrived." Whether or not you buy the claim, markets did — it sparked a renewed melt-up in Asian tech stocks, and the bill for financing the AI buildout keeps climbing right alongside the enthusiasm. Meanwhile, the Warsh-era bond market keeps grinding, gold is taking a breather from its rally, and oil markets are flashing the tightest supply squeeze in years.<p
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