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Andrew Giovinazzi

OP Insider’s EDge 6.11.26

Tomorrow morning, SpaceX goes public. The biggest IPO in history. A trillion-dollar-plus company, $135 a share, $75 billion raised in a single shot. Aramco raised

Andrew Giovinazzi

Mark Sebastian

OP Insider’s Edge 6.8.26

When a credit cycle turns, the herd leaves one behind. That's the part people forget about a blowup. It's never the whole group at once.

Mark Sebastian

Andrew Giovinazzi

OP Insider’s Edge 6.5.26

If you are long this market, today hurt. The Nasdaq is down over 4%, its worst day in over a year. Marvell off 12%, Micron

Andrew Giovinazzi

Andrew Giovinazzi

OP Insider’s Edge 6.4.26

The market's at all-time highs, and that puts you in a tough spot. Buying here feels reckless. Every new record makes the drop look longer,

Andrew Giovinazzi

Mark Sebastian

OP Insider’s Edge 6.3.26

The single worst long-term hold I know of is also one of the best trades of the last fifteen years, and it's the same exact

Mark Sebastian

Mark Sebastian

OP Insider’s Edge 6.2.26

A few weeks ago, the people who run the major stock indexes quietly rewrote one of their oldest rules. They did it for a single

Mark Sebastian

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