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Don Kaufman
Don Kaufman
Tech's bouncing on a ceasefire headline

Tech's bouncing on a ceasefire headline

Last week was carnage. This morning's green. But is this real or just another excuse?

Don Kaufman
Don Kaufman
Jun 29, 2026
The AI spending story just cracked

The AI spending story just cracked

One OpenAI headline erased the entire Micron rally in 12 hours.

Don Kaufman
Don Kaufman
Jun 26, 2026
Brandon

Brandon

Don Kaufman
Don Kaufman
Jun 25, 2026
The number that decides if Micron's save sticks

The number that decides if Micron's save sticks

Semis ripped last night. PCE at 8:30 AM ET is the real test.

Don Kaufman
Don Kaufman
Jun 25, 2026
Don live at 9:20 | Micron tries to bounce before the print (1)

Don live at 9:20 | Micron tries to bounce before the print (1)

Memory names clawing back after yesterday's bloodbath

Don Kaufman
Don Kaufman
Jun 24, 2026
Don live at 9:20 | Micron tries to bounce before the print

Don live at 9:20 | Micron tries to bounce before the print

Memory names clawing back after yesterday's bloodbath

Don Kaufman
Don Kaufman
Jun 24, 2026
ad bierman (1)

ad bierman (1)

Don Kaufman
Don Kaufman
Jun 23, 2026
ad bierman

ad bierman

Don Kaufman
Don Kaufman
Jun 22, 2026
ad brandon (1) (1) (1)

ad brandon (1) (1) (1)

Don Kaufman
Don Kaufman
Jun 21, 2026
ad brandon (1) (1)

ad brandon (1) (1)

Don Kaufman
Don Kaufman
Jun 20, 2026
ad brandon (1)

ad brandon (1)

Don Kaufman
Don Kaufman
Jun 17, 2026
ad brandon

ad brandon

Don Kaufman
Don Kaufman
Jun 17, 2026
ad odte (2)

ad odte (2)

Don Kaufman
Don Kaufman
Jun 16, 2026
ad odte

ad odte

Don Kaufman
Don Kaufman
Jun 14, 2026
We're live Now

We're live Now

SpaceX IPO Day

Don Kaufman
Don Kaufman
Jun 12, 2026
ad bierman (1) (2)

ad bierman (1) (2)

Don Kaufman
Don Kaufman
Jun 10, 2026
ad bierman (1) (1) (1)

ad bierman (1) (1) (1)

Don Kaufman
Don Kaufman
Jun 9, 2026
ad bierman (1) (1)

ad bierman (1) (1)

Don Kaufman
Don Kaufman
Jun 4, 2026
ad bierman (1)

ad bierman (1)

Don Kaufman
Don Kaufman
Jun 3, 2026
ad bierman

ad bierman

Don Kaufman
Don Kaufman
Jun 2, 2026
Marvell's up 22% because a man in a leather jacket said so

Marvell's up 22% because a man in a leather jacket said so

Records on Monday. Futures red this morning. Make it make sense.

Don Kaufman
Don Kaufman
Jun 2, 2026
Six things Gianni is showing live on Thursday. You won't see this anywhere else

Six things Gianni is showing live on Thursday. You won't see this anywhere else

Don Kaufman
Don Kaufman
Jun 1, 2026
Apparently the PC has been reinvented

Apparently the PC has been reinvented

Don's live at 9:20 AM ET to figure out if anyone actually buys it.

Don Kaufman
Don Kaufman
Jun 1, 2026
Don Is Going Live Now

Don Is Going Live Now

Be Ready

Don Kaufman
Don Kaufman
May 29, 2026
Don goes live 9:20 AM ET

Don goes live 9:20 AM ET

Inflation hit the number. Markets don't care. Oil's spiking again.

Don Kaufman
Don Kaufman
May 28, 2026
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