Archive - Rocketman's Newsletter

ONTO the next potential bull run in the semicap space?

Well either that or neoclouds

Apr 15 • rocketman

Software, oil, Intel, and Amazon

If a war is being fought and no one cares, is it still a war?

Apr 11 • rocketman

The pain trade is up?

CEG investor day, Aluminum, pivoting ONTO semicap and more

Apr 3 • rocketman

Four quick mid-week thoughts

Japan, oil, and Dicks?

Apr 1 • rocketman

March 2026

15 thoughts on the week ahead

Unity, Peloton, Oil, and more

Mar 28 • rocketman

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