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TradeVae @TradeVae
Joined April 2026
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Saudi Stocks Finish Higher as Transport, Cement and Tourism Lift TASI Saudi Arabia's equity market closed higher, with the Tadawul Al... tradevae.com/news/stock-mark… #Energy #Markets #TradeVae

Saudi Stocks Finish Higher as Transport, Cement and Tourism Lift TASI - TradeVae

Saudi Arabia's equity market closed higher, with the Tadawul All Share rising 0.57% as advances in the Transport, Cement and Hotels & Tourism sectors powered the session. Market breadth favored...

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SpaceX IPO Propels Elon Musk Past $1 Trillion Net Worth SpaceX's initial public offering raised a record $75 billion and saw strong first-day trading... tradevae.com/news/stock-mark… #Markets #Tech #TradeVae

SpaceX IPO Propels Elon Musk Past $1 Trillion Net Worth - TradeVae

SpaceX's initial public offering raised a record $75 billion and saw strong first-day trading, pushing Elon Musk's personal net worth to an estimated $1.1 trillion. The windfall concentrates a large...

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New Fed Leadership Adds Uncertainty to Cooling U.S. Equity Rally The U.S. stock market has shown increasing volatility after a strong spring rally,... tradevae.com/news/economy/ne… #Markets #Tech #TradeVae

New Fed Leadership Adds Uncertainty to Cooling U.S. Equity Rally - TradeVae

The U.S. stock market has shown increasing volatility after a strong spring rally, and investors are focused on the Federal Reserve's upcoming policy meeting - the first under Chair Kevin Warsh. With...

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Cogent Biosciences: Buy the Pre-Approval Optionality; Trade Plan Into Decisional Catalysts Cogent (COGT) is a cli... tradevae.com/news/trade-idea… #Tech #TradeIdeas #TradeVae

Cogent Biosciences: Buy the Pre-Approval Optionality; Trade Plan Into Decisional Catalysts -...

Cogent (COGT) is a clinical-stage biotech with a late-stage asset (bezuclastinib) that already has an accepted NDA and clear regulatory timing. The setup offers asymmetric upside to the December 2026...

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Park Aerospace: Two Engines of Growth, One Clear Long-Term Trade Park Aerospace (PKE) has quietly built a double juggernaut: high-value advance... tradevae.com/news/trade-idea… #Markets #Tech #TradeVae

Park Aerospace: Two Engines of Growth, One Clear Long-Term Trade - TradeVae

Park Aerospace (PKE) has quietly built a double juggernaut: high-value advanced composites for aerospace and a shareholder-friendly cash dividend streak that spans four decades. The company is...

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Lattice Semiconductor: Position for an Upcycle as Edge AI and Embedded Demand Re-accelerate Lattice Semiconductor... tradevae.com/news/trade-idea… #Markets #Tech #TradeVae

Lattice Semiconductor: Position for an Upcycle as Edge AI and Embedded Demand Re-accelerate -...

Lattice Semiconductor has been one of the semiconductor winners off the 2025 lows. With a clean balance sheet, improving technicals and exposure to growing embedded/edge and AI inferencing markets,...

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Three factors behind Europe’s lagging equity performance European equities have underperformed global peers by about 7% since the Middle East conflic... tradevae.com/news/stock-mark… #Energy #Tech #TradeVae

Three factors behind Europe’s lagging equity performance - TradeVae

European equities have underperformed global peers by about 7% since the Middle East conflict began. Goldman Sachs identifies three principal drivers - energy uncertainty, rising interest rates and...

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AST SpaceMobile: A High-Conviction, Asymmetric Long After the Space-Stock Shakeout AST SpaceMobile is an execution-... tradevae.com/news/trade-idea… #Markets #TradeIdeas #TradeVae

AST SpaceMobile: A High-Conviction, Asymmetric Long After the Space-Stock Shakeout - TradeVae

AST SpaceMobile is an execution-heavy, capital-intensive growth story that just got cheaper after a sector rotation into SpaceX. With a confirmed BlueBird launch in mid-June, carrier partnerships in...

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Options on SpaceX Expected to Draw Heavy, Volatile Trading When Listed This Week Options tied to SpaceX shares are set to begin tr... tradevae.com/news/stock-mark… #Markets #TradeVae

Options on SpaceX Expected to Draw Heavy, Volatile Trading When Listed This Week - TradeVae

Options tied to SpaceX shares are set to begin trading as soon as Tuesday, according to Cboe, following the company's record market debut on Friday. Market participants expect brisk and volatile...

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Powerlaw Is Trading Like a Closed-End Discount — Buy on the Melt-Up to NAV Powerlaw (PWRL) gapped down from $24 to the $17.80 area... tradevae.com/news/trade-idea… #Energy #Markets #TradeVae

Powerlaw Is Trading Like a Closed-End Discount — Buy on the Melt-Up to NAV - TradeVae

Powerlaw (PWRL) gapped down from $24 to the $17.80 area on heavy volume, creating what looks like a discount-to-NAV entry. With a market cap of $9.16B, a modest price/book of 1.33 and concentrated...

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Soitec Poised to Rebound: Buy for a Multi-Month Recovery Soitec (SOI) looks positioned for a durable recovery as demand for specialty substrates from... tradevae.com/news/trade-idea… #Markets #Tech #TradeVae

Soitec Poised to Rebound: Buy for a Multi-Month Recovery - TradeVae

Soitec (SOI) looks positioned for a durable recovery as demand for specialty substrates from data centers, 5G/AI accelerators, and automotive chips strengthens. We recommend a long trade with a clear...

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Analyst Calls Roundup: Upgrades Highlight Turnarounds, Biotech Momentum, Defense Tailwinds; SpaceX Draws Caution This week's analyst ac... tradevae.com/news/stock-mark… #Tech #WorldNews

Analyst Calls Roundup: Upgrades Highlight Turnarounds, Biotech Momentum, Defense Tailwinds; SpaceX...

This week's analyst activity featured several bullish re-ratings across consumer, biotech, insurance and defense names, counterbalanced by a skeptical initiation on SpaceX. Upgrades hinge on visible...

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TAV Airports: Earnings Are Below Peak, but Passenger Recovery Is Turning the Corner TAV Airports (TAV) has lagged in profitabi... tradevae.com/news/trade-idea… #Travel #Tech #TradeVae

TAV Airports: Earnings Are Below Peak, but Passenger Recovery Is Turning the Corner - TradeVae

TAV Airports (TAV) has lagged in profitability since the pandemic, but recent passenger trends, a leaner cost base and improving ancillary revenue point to an operational inflection. This trade...

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California Resources: Carbon Capture Milestone Turns Long-Term Optionality Into Actionable Trade California Resources (... tradevae.com/news/trade-idea… #Markets #TradeIdeas

California Resources: Carbon Capture Milestone Turns Long-Term Optionality Into Actionable Trade -...

California Resources (CRC) is trading at a compelling entry after a string of operational and financing wins. The company delivered first CO2 injection at Carbon TerraVault I, secured MiQ 'Grade A'...

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Wall Street Reprices AI Winners: Big Upgrades for Intel, Micron and STMicro; SpaceX Rated Buy Ahead of IPO This week saw a series... tradevae.com/news/stock-mark… #Energy #Markets

Wall Street Reprices AI Winners: Big Upgrades for Intel, Micron and STMicro; SpaceX Rated Buy Ahead...

This week saw a series of notable analyst actions across companies tied to artificial intelligence infrastructure and services. Goldman Sachs sharply raised its price target on Micron and boosted...

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Nova (NVMI): Ride the Fab Capex Cycle — Tactical Long into AI-Driven Metrology Demand Nova Ltd. (NVMI) sits squarely i... tradevae.com/news/trade-idea… #Tech #TradeIdeas #TradeVae

Nova (NVMI): Ride the Fab Capex Cycle — Tactical Long into AI-Driven Metrology Demand - TradeVae

Nova Ltd. (NVMI) sits squarely in the path of a multi-year semiconductor fab capex wave driven by AI and advanced nodes. The company delivered record Q2 2025 results and carries a clean balance...

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Meta at a Reasonable Multiple: A Structured Long Trade While AI Angst Cools Meta's shares are trading near $569 with a trailing P/E... tradevae.com/news/trade-idea… #Markets #Tech #TradeVae

Meta at a Reasonable Multiple: A Structured Long Trade While AI Angst Cools - TradeVae

Meta's shares are trading near $569 with a trailing P/E around 20x, healthy free cash flow and low leverage. Technicals show short-term oversold conditions and the business retains strong profitabi...

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How Booking Built Dominance in Online Hotel Bookings and the AI Question Looming Over Its Lead Booking Holdings has esta... tradevae.com/news/stock-mark… #Travel #Tech

How Booking Built Dominance in Online Hotel Bookings and the AI Question Looming Over Its Lead -...

Booking Holdings has established a durable lead in online lodging through expansive inventory, strong brand recognition and a virtuous cycle of search visibility and conversion. A Bernstein report...

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Shuttle Bus Torched as Celebrations Turn Chaotic in Midtown After Knicks Clinch Title Late-night celebrations in Midto... tradevae.com/news/world/shut… #Education #WorldNews #TradeVae

Shuttle Bus Torched as Celebrations Turn Chaotic in Midtown After Knicks Clinch Title - TradeVae

Late-night celebrations in Midtown Manhattan over the New York Knicks' NBA title erupted into disorder as crowds swarmed World Cup shuttle buses, set a city-hired school bus on fire and witnesses...

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UK detains tanker linked to Russia's shadow fleet in English Channel British forces intercepted and boarded the oil tanker SMYRTOS after identi... tradevae.com/news/economy/uk… #Energy #Tech #TradeVae

UK detains tanker linked to Russia's shadow fleet in English Channel - TradeVae

British forces intercepted and boarded the oil tanker SMYRTOS after identifying it as part of the network of vessels known as Russia's shadow fleet. The vessel has been detained and is being monito...

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