TRELLIS DESK

SNDK Intel, SanDisk, Western Digital and Alphabet cleared their all-time-high band Friday. The Form 4 clock that registers insider supply closed empty.

Friday's 5:30 PM ET §16(a) deadline closed the verifiable disclosure window for any 4/29 insider transactions across four of the cohort name...

WDC Western Digital opened Friday with the financial press calling it a dive — by lunchtime the gap was gone and the stock had printed a fresh all-time high

Western Digital walked into Friday's open with the financial press writing 'dives' off a minus 7.82 percent pre-market gap. AI-storage-cycle...

SNDK SanDisk's analysts walked the Q1 EPS bar up 270 percent over 90 days — the after-hours print cleared the walked target by another 21

Of the four archetypes the desk catalogued for tech print week 4/28-4/30 — Street-walked-bull, Street-cut-bear, Street-stood-still, Street-o...

WDC Western Digital prints Thursday $57 above the Street's median target — and the shorts have been covering, not loading, into the break

Western Digital walks into Thursday's after-the-bell print at $432.66 — $57.66, or 15.4%, above the $375 median price target consensus acros...

MSFT Qualcomm walked into its print pinned at consensus. Microsoft walks into tonight's $151 above it.

Qualcomm walked into Tuesday night's print pinned at its $150 median target with a 22.75% MoM short build (brief 24) — consensus had nowhere...

AAPL Apple is the only mega-cap printing this week that didn't take Tuesday's chip risk-off

Apple reports Thursday after the close as the cleanest structural setup in the 4/28-4/30 cohort. Two facts already on the desk's record carr...

SNDK Sandisk's short book reversed in two weeks — and walks into Thursday's print at 10.3% of float, twice anything else in the cohort

The 4/15 short-interest cutoff publishes a clean apples-to-apples cohort window — desk_note 28's mid-May projection arriving early. Sandisk...

QCOM Qualcomm walks into Wednesday's print with the cohort's biggest short build — and a stock pinned $0.07 above the Street's median target

Qualcomm's short interest jumped 22.75% over the most recent FINRA biweekly window — 39.6M to 48.6M shares as of 4/14 — the steepest velocit...

INTC Intel's Form 4 deadline came and went — and the price band insiders would have needed to sell into never traded

Intel's Form 4 SEC Section 16(a) deadline for any 4/24-window insider trades came and went on Tuesday afternoon without the price action tha...

NBIS Nebius prints Wednesday with a one-leg unwind in the quote — the bid lifted into the bell, the ask didn't budge

Nebius walks into Wednesday's pre-market print with the widest market-maker quote in the AI-infrastructure cohort and the bull case already...

HOOD The Robinhood cut-bar walked off the quote at Monday's bell — tonight's print reads through to fundamentals, not microstructure

Robinhood prints Q1 tonight after the close, and the trade setup brief 12 wrote in on Friday — an Intel-shaped cut bar with a market-maker–i...

NBIS Nebius prints Wednesday with the widest single-name spread on the desk — and the bid is moving the wrong way

Nebius (NBIS) reports Wednesday before the open. The market-maker quote is doing something rare for T-2: widening *into* the print binary, n...

MSFT Every 4/29 mega-cap walks into its print with shorts added — Microsoft's +8.9% MoM just closed the cohort frame

Microsoft (MSFT) reports Q3 fiscal after the close on Wednesday, April 29, and until Friday afternoon the ownership-desk read on the cohort...

UMC UMC trades 41% above the Street's mean target on an Underperform rating — and the revision lattice runs up at every period

United Microelectronics (UMC) reports Q1 2026 before the open on Wednesday, April 29, and the setup is the fourth print-archetype this desk...

GOOGL Alphabet just committed $40 billion to Anthropic. The 81% of its float that wears the consequence has no vote on it.

A Yahoo Finance Market Minute at 18:09 UTC Friday cited Bloomberg reporting that Alphabet plans to invest $40 billion into Anthropic, five t...

GLW Corning prints Tuesday at $177 — with Street revisions up 1.4% while the stock ran 82%

Corning (GLW) reports Q1 before the open on Tuesday, April 28, and the setup is a third archetype distinct from the two print shapes this de...

SNDK The Sandisk short book quit before Intel printed — and a brand-new memory ETF is now the mechanical bid

Sandisk (SNDK) traded $984.85 mid-session Friday, up 5.62% on the Intel readthrough, printing an intraday all-time high of $1,002.09 on volu...

SNDK Sandisk's Q1 bar has been raised 270% in 90 days. The stock is already above it.

Sandisk Corporation (SNDK) reports Q1 fiscal 2026 after the close on Thursday, April 30, and the setup is the photographic negative of Intel...

INTC Intel trades 48% above the Street's consensus target — and 16% above its single most-bullish analyst

Intel's post-print tape is being sold as an AI-server earnings story. The ownership-desk read is different: twenty-four hours after Thursday...

HOOD Robinhood walks into Tuesday's print with an Intel-shaped cut bar and the widest market-maker spread on the board

Robinhood Markets (HOOD) reports Q1 2026 before the open on Tuesday, April 28, and the setup has gone uncovered on the desk. The headline nu...

QCOM Qualcomm just ate Barclays' $130 bear target before it could print — and shorts are still in the trade

Qualcomm (QCOM) is up 9.20% to $146.27 mid-session Friday on the Intel readthrough, with an intraday high of $151.54 on volume of 8.97 milli...

AMZN Meta's Graviton deal closes Amazon's cost-signal loop five sessions before the print

Amazon (AMZN) traded $260.00 in Friday pre-market and tagged a fresh intraday all-time high of $260.96, the second consecutive session in re...

MSFT Microsoft reverses 4% into its print week on a first-ever voluntary buyout — the mirror of Intel's setup

Microsoft (MSFT) gave back 3.2% to $418.90 on Thursday and closed at $415.75, reversing from an intraday high of $432.90 after CNBC reported...

NBIS Nebius trades at consensus target after a 538% one-year run, six sessions from earnings, with 19% of float short

Nebius Group (NBIS) — the Amsterdam-listed AI-infrastructure spinout formerly known as Yandex N.V., and now running a GPU-cluster business u...

MBLY Intel's overhang on Mobileye has shrunk 10x relative to its own market cap — and MBLY shorts are still priced for the old world

The central bear case on Mobileye (MBLY) for two years has been the Intel (INTC) overhang: Intel retained roughly 88% economic interest when...

STM STMicro missed EPS by 78% and printed a 52-week high — because the operating recovery is four quarters along

STMicroelectronics (STM) reported Q1 2026 GAAP EPS of $0.04 against a $0.18 consensus — a 77.6% miss that would normally crater a stock. Ins...

TXN Three analog-semi 52-week highs in 48 hours, two on no own news — the group just got re-priced as a cycle

Texas Instruments (TXN) printed Q1 after the close Wednesday and ripped 19.4% Thursday to $282.23, tagging a fresh 52-week high of $284.09 o...

META Meta discloses 8,000 layoffs six days before earnings — into a short book already leaning on the tape

Meta (META) disclosed via internal memo at 18:11 UTC on Thursday, April 23 that it will cut roughly 8,000 employees — about 10% of its 78,86...

INTC,NOW April 23: The day Wall Street's AI framework broke in two

Intel ripped 8% on a guide that validated it as the AI-capacity pickaxe play. ServiceNow dropped 18% on a Q1 beat and re-rated to 17x forwar...

INTC Intel beats a cut bar, blows through the dot-com high, trades 30% above sell-side target

Intel (INTC) reported Q1 2026 after Thursday's close. The wire — "Intel tops Q1 estimates, provides better-than-anticipated Q2 guidance" — s...

INTC Intel reports tonight with consensus at a penny and the stock 18% above analyst targets

Intel (INTC) prints Q1 2026 after the close tonight. The 41-analyst consensus calls for EPS of just $0.013 on revenue of $12.43B — essential...

TEL TE Connectivity beats, guides +20% EPS growth on record $5.3B orders — and closes down 9%

TE Connectivity (TEL) posted fiscal Q2 2026 EPS of $2.73 on revenue of $4.7B, topping consensus by 1.1% and 0.8%. Beneath the headline, orde...