StocksLeak·Where the leaks Wall Street tries to bury surface first.
Read at stocksleak.com→Rolling forward-look at the IPOs, listings, earnings prints, ETF catalysts and macro dates that reset the tape. Each event ships with what to watch and links back to the Tape Brief that framed the trade.
First real read on ad re-acceleration and Reality Labs hardware line ramping. Long leg of the GOOGL/META vs NVDA/TSLA rotation trade.
Trading ~22x forward with DOJ overhang already priced. Search-plus-Cloud comp and Gemini monetization update are the drivers for the long leg.
The mega-cap swing vote. Real Copilot ARR disclosure re-rates MSFT into the long book. Miss keeps it as dead money for two quarters.
Priced for perfection. Any hyperscaler capex nuance, Blackwell yield print, or China revenue commentary is a two-way risk into a crowded book.
Verizon + AT&T + Vodafone contracts move from pre-revenue to first paid service window. Two-step re-rating with FCC spectrum approval as the second gate.
SEC decision window on staking-enabled ETH ETFs. Approval lights up the yield-bearing crypto ETF category and re-rates the entire crypto-adjacent equity book.
OCC / exchange move to raise position limits on IBIT, FBTC and peers. Institutional derivative capacity is the second-order flow into MSTR, COIN, HOOD.
Two refilings that reset the consumer-discretionary and BNPL comp on the same tape. Direct read-through to AFRM, PYPL, and the fast-fashion listed names.
$400B+ valuation floated. Prints the whole listed space complex up on the comp trade — ASTS, RKLB, PL, LUNR all catch the passive wash on the day of pricing.
Dates are working estimates from public filings, press reports and desk reads. Verify independently before sizing.
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