https://marketdecode.ai/ 2026-06-05 daily 1.0 https://marketdecode.ai/research 2026-06-05 hourly 0.95 https://marketdecode.ai/research/hype-or-real 2026-06-05 weekly 0.85 https://marketdecode.ai/learn 2026-06-05 weekly 0.8 https://marketdecode.ai/features 2026-06-05 monthly 0.8 https://marketdecode.ai/how-it-works 2026-06-05 monthly 0.8 https://marketdecode.ai/pricing 2026-06-05 monthly 0.7 https://marketdecode.ai/faq 2026-06-05 monthly 0.6 https://marketdecode.ai/authors/insights-team 2026-06-05 monthly 0.6 https://marketdecode.ai/disclaimer 2026-06-05 yearly 0.4 https://marketdecode.ai/privacy 2026-06-05 yearly 0.4 https://marketdecode.ai/terms 2026-06-05 yearly 0.4 https://marketdecode.ai/learn/why-stocks-fall-after-good-earnings 2026-06-03 monthly 0.7 https://marketdecode.ai/og/default.png Why Stocks Fall After Good Earnings A company can beat on revenue and profit and the stock still drops — because the market grades the change in expectations, not the quarter itself. Here’s how to read the reaction like a professional. https://marketdecode.ai/research/jobs-rates-ai-multiple 2026-06-05 weekly 0.9 Market Decode en 2026-06-05 The Jobs Report That Mattered for AI NVDA, MSFT, META, AVGO, MRVL, GOOGL, AMZN, AAPL, GS, JPM, May 2026 jobs report — BLS Employment Situation, Discount rate compression vs AI earnings growth, Rate-hold environment — Fed Funds 3.62%, 10Y 4.49%, Near-term vs back-loaded AI profit visibility https://marketdecode.ai/og/jobs-rates-ai-multiple.png The Jobs Report That Mattered for AI Strong employment means the Fed holds rates higher for longer. Higher rates mean lower discount multiples. And lower multiples mean that AI profit pools three years out are worth less today — even if the profits are real. This is the mechanism the AI bull case never prices in on jobs day. https://marketdecode.ai/research/broadcom-beat-the-stock-broke-the-layer-held 2026-06-04 weekly 0.9 Market Decode en 2026-06-04 Broadcom Beat. The Stock Broke. The Layer Held. AVGO, MRVL, ALAB, CRDO, ANET, NVDA, CSCO, Broadcom Q2 FY26 earnings reaction, Beat-but-no-raise / sell-the-beat, Expectations reset vs demand break, Custom AI silicon + networking layer (ASIC, DSP, Ethernet) https://marketdecode.ai/og/broadcom-beat-the-stock-broke-the-layer-held.png Broadcom Beat. The Stock Broke. The Layer Held. Broadcom beat on revenue and earnings and grew its AI business triple digits — then fell 14.6% Thursday, because the forward AI guide missed an elevated bar and management did not raise the full-year number. But the read-through never came: Marvell fell 3.4%, Astera 2.8%, Credo 0.8%, Nvidia a tenth of a percent. The market repriced the most-crowded name, not the trade — and the mean analyst target never moved off $508.75. https://marketdecode.ai/research/broadcom-prints-tonight-stock-pt-insider-gap 2026-06-03 weekly 0.9 Market Decode en 2026-06-03 Broadcom Prints Tonight: $477 Stock, $509 Mean PT, $79M of Insider Selling AVGO, MRVL, ALAB, CRDO, NVDA, DELL, SMCI, TSM, ANET, AMD, Broadcom Q2 FY26 earnings preview, Custom AI silicon (ASIC, networking, optical DSP), Pre-print analyst PT vs spot gap, Insider net selling into a binary catalyst https://marketdecode.ai/og/broadcom-prints-tonight-stock-pt-insider-gap.png Broadcom Prints Tonight: $477 Stock, $509 Mean PT, $79M of Insider Selling Broadcom reports Q2 FY26 after the close tonight. The stock ran 13% in five days into print at RSI 73. Mean price target sits only $31 above spot — the tightest cushion in the custom-silicon basket — because Wall Street already ratcheted targets in mid-May. Meanwhile insiders cleared $79M, including CEO Hock Tan on April 8. By tomorrow open, one tape is right. https://marketdecode.ai/research/why-the-ai-power-trade-is-still-cold 2026-06-02 weekly 0.9 https://marketdecode.ai/og/why-the-ai-power-trade-is-still-cold.png Why the AI Power Trade Is Still Cold AI needs the kilowatts, so why are the power stocks dead money? The whole basket trades below trend with nothing overbought — yet the Street targets +30% to +52% on the IPPs. The gap is not demand. It is the clock: chips reprice on next quarter, power on rate-base math, PPAs, and multi-year interconnection queues. https://marketdecode.ai/research/spacex-ipo-hype-or-real 2026-06-01 weekly 0.9 https://marketdecode.ai/og/spacex-ipo-hype-or-real.png SpaceX IPO: Hype or Real? SpaceX filed for the first trillion-dollar IPO in history — a reported ~$1.75T target on a business that lost $2.6B last year. We run it through the evidence test: what is confirmed, what is speculation, and which public tickers actually move on the answer. https://marketdecode.ai/research/ai-infrastructure-scorecard-what-the-last-two-weeks-proved 2026-06-01 weekly 0.9 https://marketdecode.ai/og/ai-infrastructure-scorecard-what-the-last-two-weeks-proved.png The AI Infrastructure Scorecard: What the Last Two Weeks Proved Six calls graded. Four confirmed, one emphatically wrong, one still pending. Dell broke the sell-the-beat rule with a +33% next-day move and a +100% twenty-day run. The cooling and power layers stayed cold. Broadcom prints Wednesday. https://marketdecode.ai/research/ai-infrastructure-watchlist-two-markets 2026-05-31 weekly 0.9 https://marketdecode.ai/og/ai-infrastructure-watchlist-two-markets.png Deep Decode: The AI Infrastructure Watchlist — One Stack, Two Markets Thirty-two AI-infrastructure names, ten bottleneck layers. The top of the stack — chips, memory, servers — ran 30% to 100% in a month and is now overbought. The physical bottom — power, cooling, optics, grid — never moved. Where the Street still keeps targets, Nvidia has the most room left and AMD trades 44% above its. The watchlist that looks like one trade is actually two. https://marketdecode.ai/research/weekend-decode-ai-physical-infrastructure 2026-05-30 weekly 0.9 https://marketdecode.ai/og/weekend-decode-ai-physical-infrastructure.png Weekend Decode: AI's Real Constraint Is Physical Infrastructure This week the AI trade finally broadened past the GPU — but it paid for the boxes, not the bottleneck. Servers and memory ripped (Dell +42%, Super Micro +29%, Micron +27%). Power and cooling — the only things that physically cap a data center — were the week's only red layers. And every box that ran is now overbought, with insiders net-selling. The constraint is real. The market isn't paying for it yet. https://marketdecode.ai/research/the-memory-bottleneck-why-ai-needs-hbm 2026-05-29 weekly 0.9 https://marketdecode.ai/og/the-memory-bottleneck-why-ai-needs-hbm.png The Memory Bottleneck: Why AI Needs HBM High-bandwidth memory is the scarce input the entire AI buildout runs on, and Micron is the cleanest U.S. way to own it. The market already knows: MU has run +79% in 20 days to $923 — about 50% above the $615 mean analyst target, RSI 76, insiders net-selling $45M. The thesis is real. The entry is stretched. https://marketdecode.ai/research/marvell-beat-everything-and-fell-dell-reports-tonight 2026-05-28 weekly 0.9 https://marketdecode.ai/og/marvell-beat-everything-and-fell-dell-reports-tonight.png Marvell Beat Everything and Fell 5%. Dell Reports Tonight at RSI 80. Marvell crushed Q1 on every line — $2.7B guide, FY28 raised to $16.5B, HSBC set a $300 PT — and the stock dropped 4.59%. Dell has run +48% in 20 days. RSI 80. Mean PT $240. Stock $305. Same physics. Dell reports after the close. https://marketdecode.ai/research/marvell-print-night-pt-stock-insider-gap 2026-05-27 weekly 0.9 https://marketdecode.ai/og/marvell-print-night-pt-stock-insider-gap.png Marvell's Print-Night Math: Stock $208, Mean PT $174, Insiders Net −$107M Five analyst firms raised price targets in May. The CFO and COO sold twelve days before the print. The stock is $34 above the mean PT. Marvell reports Q1 FY27 tonight at 4:45 PM Eastern — by tomorrow morning, one tape is right. https://marketdecode.ai/research/the-ai-cooling-trade-vertiv-eaton-trane-carrier 2026-05-26 weekly 0.9 https://marketdecode.ai/og/the-ai-cooling-trade-vertiv-eaton-trane-carrier.png The AI Cooling Trade: Vertiv vs Eaton vs Trane vs Carrier Same physical constraint, four different economic models. The cooling layer is still flat-to-down 20 days into the AI capex confirmation. Here is the company-by-company decomposition — the day before Marvell prints and two days before Dell. https://marketdecode.ai/research/ai-physical-limits-power-heat-distance 2026-05-25 weekly 0.9 https://marketdecode.ai/og/ai-physical-limits-power-heat-distance.png AI’s Physical Limits: Why Power, Heat, and Distance Matter The AI trade is no longer just about chips. It is now bounded by three physical limits — power, heat, and distance — and the eight layers of companies that solve them are the next dollar of AI capex. https://marketdecode.ai/research/ai-next-bottleneck-is-heat 2026-05-24 weekly 0.9 https://marketdecode.ai/og/ai-next-bottleneck-is-heat.png AI’s Next Bottleneck Is Heat Every watt that powers an AI chip becomes heat. That turns Vertiv, Eaton, Trane, and Carrier into part of the AI trade — even when the market is selling them. https://marketdecode.ai/research/deep-decode-the-ai-infrastructure-stack-after-nvidia 2026-05-23 weekly 0.9 https://marketdecode.ai/og/deep-decode-the-ai-infrastructure-stack-after-nvidia.png Deep Decode: The AI Infrastructure Stack After Nvidia The AI trade is no longer one stock. It is a stack — compute, networking, optics, memory, power, cooling, servers, and the grid. Five of those layers got paid this week. Three are still waiting. https://marketdecode.ai/research/the-ai-infrastructure-heat-map-which-bottleneck-comes-next 2026-05-22 weekly 0.9 https://marketdecode.ai/og/the-ai-infrastructure-heat-map-which-bottleneck-comes-next.png The AI Infrastructure Heat Map: Which Bottleneck Comes Next? After Nvidia’s post-earnings week, the AI stack has sorted into five distinct temperature zones. Four layers have repriced. One refuses to move. That’s the next bottleneck. https://marketdecode.ai/research/what-nvidia-just-told-us-about-the-next-ai-bottleneck 2026-05-21 weekly 0.9 https://marketdecode.ai/og/what-nvidia-just-told-us-about-the-next-ai-bottleneck.png What Nvidia Just Told Us About the Next AI Bottleneck Nvidia beat for the 14th straight quarter and guided $91 billion. The stock barely moved. But the supply chain split in two — and the split reveals exactly where the market thinks the next constraint lives. https://marketdecode.ai/research/nvidia-earnings-the-read-through-for-every-ai-stock 2026-05-20 weekly 0.9 https://marketdecode.ai/og/nvidia-earnings-the-read-through-for-every-ai-stock.png Nvidia Earnings: The Read-Through for Every AI Infrastructure Stock 37 of 39 analysts say Buy. Options are 89% calls. But the supply chain Nvidia is supposed to turbocharge just dropped 5–14% in five days. Someone is wrong — and we find out at 2 PM Pacific. https://marketdecode.ai/research/coherent-vs-lumentum-who-wins-the-ai-light-race 2026-05-19 weekly 0.9 https://marketdecode.ai/og/coherent-vs-lumentum-who-wins-the-ai-light-race.png Coherent vs Lumentum: Who Wins the AI Light Race? Both have $2 billion Nvidia investments. Both make optical modules for AI. One is growing 90%. The other is growing 20%. The market treats them as the same trade — they're not. https://marketdecode.ai/research/why-ai-needs-light-the-physics-behind-the-bottleneck 2026-05-18 weekly 0.9 https://marketdecode.ai/og/why-ai-needs-light-the-physics-behind-the-bottleneck.png Why AI Needs Light: The Physics Behind the Next Bottleneck The media declared photonics "phase 3" of AI infrastructure. The stocks just dropped 9–21% in a week. The physics didn't change — the price did. https://marketdecode.ai/research/deep-decode-after-gpus-its-light 2026-05-17 weekly 0.9 https://marketdecode.ai/og/deep-decode-after-gpus-its-light.png Deep Decode: After GPUs, the AI Bottleneck Is Light The AI trade is taught as a GPU story. The data this week says the bottleneck has moved to optical. Cisco's $9 billion AI order book, Lumentum's 22 percent implied Q4 sequential acceleration, and a basket of optical-networking names quietly outperforming the chip names — the picks-and-shovels are no longer where most retail readers are looking. https://marketdecode.ai/research/weekend-decode-week-money-quietly-moved 2026-05-16 weekly 0.9 https://marketdecode.ai/og/weekend-decode-week-money-quietly-moved.png Weekend Decode: The Week the Money Quietly Moved The S&P drifted near its highs all week. Underneath, only 2 of 11 sectors had a positive week, the Mag 7 kept splitting, and insiders bought 36 of the top-50 composite names across 8 sectors. The synthesis: money is rotating to selective quality — and the index is the last thing telling you. https://marketdecode.ai/research/insiders-buying-the-dip 2026-05-15 weekly 0.9 https://marketdecode.ai/og/insiders-buying-the-dip.png The Crowd Is Selling. Insiders Are Buying Quality. The market is in risk-off mode with 9 of 11 sectors bearish. But insiders at top-quality companies are buying aggressively — V 10/0 buys, MSFT 22/1 buys. Smart money sees value where the crowd is selling. https://marketdecode.ai/research/rotation-has-a-new-leader-china 2026-05-14 weekly 0.9 https://marketdecode.ai/og/rotation-has-a-new-leader-china.png The New Market Leader Isn't Tech. It's China. China & International has led all sectors for two consecutive days. The headline indices look calm. Underneath, the marginal dollar is rotating abroad while the Mag 7 fractures. https://marketdecode.ai/research/mag-7-just-quietly-fractured 2026-05-13 weekly 0.9 https://marketdecode.ai/og/mag-7-just-quietly-fractured.png The Mag 7 Just Quietly Fractured The sector signal says 'bullish, high confidence.' The individual scores range from bearish to bullish. The basket has stopped trading like a basket.