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- 📉 Tech Stocks Go Crazy
📉 Tech Stocks Go Crazy
Pip Munch
February 10, 2026
sp500sss
Want to make more money from trading? Stop trading your small $500 account. It’s a waste of time. Want to make some real money? You need prop firms.
☕️ GM Munchers! Now that we’ve had time to digest it, how do we all feel about the Super Bowl halftime show? I still struggle to understand my wife, and she speaks english so it makes sense that I had no idea what was going on.
On today’s menu:
📉 Big Tech Climbs While Amazon Burns
🎰 The $100K Polymarket Bet That Screams Insider Trading
💊 Hims Gets Absolutely Destroyed by Big Pharma
🤑 Google Raises $20 Billion For AI
🤑 The Top-Performing Stocks So Far This Year
Yesterday’s numbers:
S&P 500 | 6,964 | +0.47 |
Nasdaq | 23,238 | +0.90% |
Dow Jones | 50,135 | +0.04% |
Bitcoin | $69,950 | -0.50% |
BREAKING NEWS
📈 Big Tech Climbs While Amazon Burns
Monday was a tale of two markets: chip stocks partied like it's 1999, while Amazon continued its slow-motion train wreck.
What Happened:
Oracle: Up 9.65% (got an upgrade from D.A. Davidson)
Nvidia: Up 2.5%
Microsoft: Up 3%
Meta: Up 2%+
The loser?
Amazon dropped again and is now down almost 15% over the last 5 days.
Why Markets Care:
Here's the lightbulb moment Wall Street finally had: When Amazon, Microsoft, Meta, and Google spend around $650 billion on AI infrastructure in 2026, that money doesn't disappear—it goes straight into the pockets of chip makers like Nvidia, AMD, and TSMC.
Translation? Amazon's massive spending hurts Amazon short-term (lower profits), but it's great for semiconductor companies. The market stopped worrying about who's paying the bill and started celebrating who's cashing the checks.
The Munch Take: This is classic sector rotation. Big tech might spend up to $700 billion in 2026 on AI investments—more than the entire GDP of countries like UAE, Singapore, or Israel. If you're holding Amazon, buckle up—short-term pain for long-term gain. If you're in semiconductors, enjoy the ride.
🎰 The $100K Polymarket Bet That Screams Insider Trading (Or Just Stupidity)
Someone just dropped $100,000 on Polymarket betting the U.S. would strike Iran by end of day yesterday.
What Happened:
When the bet was placed, odds were at 2%. The potential payoff? $4 million.
The plot twist: This bettor had been inactive for 460 days. Their first and only previous bet? They wagered Trump wouldn't win the 2024 election.
So if this person's an insider, they're clearly not a very good one.
Why Markets Care:
Prediction markets are getting absolutely wild. Polymarket has become the new playground for people with too much money and questionable judgment (or secret information). These bets move fast, and if you're paying attention, there's real money to be made—or spectacularly lost.
The Munch Take: Either this person knows something we don't, or they just lit $100K on fire for the thrill. Given their track record (betting against Trump in 2024), we're leaning toward "terrible at predictions." But prediction markets like Polymarket are legit opportunities if you know what you're doing. Just maybe don't bet your life savings on geopolitical strikes based on vibes. That's our job, and we're not even good at it.
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STOCKS
💊 Hims Gets Absolutely Destroyed by Big Pharma
Drama in the pharma industry is heating up.
$HIMS crashed 16% Monday after Novo Nordisk—maker of Ozempic and Wegovy—decided they'd had enough of Hims selling knockoff weight loss drugs.
What Happened:
Last week, Hims announced they'd sell a compounded (copycat) version of Wegovy's oral pill for a fraction of the price. Investors got excited. Then everything went sideways:
The FDA crackdown: The FDA signaled they'd crack down on the ingredients Hims was using. Hims realized they couldn't legally sustain the product and stopped all sales only days after launch.
The lawsuit: Novo Nordisk filed a patent infringement lawsuit against Hims.
The Risk: If Novo wins, Hims loses its entire weight loss growth engine, which accounts for an estimated 25-30% of profits.
Why Markets Care:
This isn't about one product—it's about credibility. Hims launched with huge fanfare, then pulled the plug less than a week later because they didn't see the legal threats coming. That's either reckless or incompetent. Neither is bullish.
Weight loss drugs are big business, and Big Pharma isn't letting upstarts steal market share without a fight.
The Munch Take: We prefer pharma stocks like UnitedHealth (UNH) that aren't reliant on a single drug. A 16% crash over one product screams fragility. The real losers? Gyms. Does anybody lose weight the old-fashioned way anymore? We still haven't bought UNH, but we like it. Buffett's a new shareholder. That's all the endorsement we need.
MARKET OVERVIEW
🍿 Tasty Movers & Shakers
🤑 $GOOGL Google is raising $20 billion from a debt sale to fund its AI spending bonanza. It's their biggest-ever US dollar bond sale, which is corporate-speak for "we need a lot of cash and we need it now." When you're spending hundreds of billions on AI infrastructure, apparently credit cards just don't cut it anymore.
😂 $APP AppLovin's stock exploded 14% after short seller CapitalWatch pulled their report accusing the company of financial crimes and issued an apology. Translation: "Our bad, turns out we were completely wrong about the whole fraud thing." Nothing says "bullish" quite like your accusers backing down.
📉 $MNDY Monday(.)com, the Israeli software company, crashed over 20% yesterday as AI panic continues spreading through the software sector. Everyone's terrified that AI will make their products obsolete. Turns out building a company around doing things computers might eventually do themselves was maybe not the long-term play everyone hoped.
👀 More insider trading? Senator Hickenlooper bought up to $100,000 of $ETN, a power management company that's up 15% so far this year. Nothing to see here, folks. Just another elected official with mysteriously perfect timing. Totally normal. Totally legal. Totally making us question everything.
✅ $KR Kroger has a new CEO—Greg Foran, a former Walmart executive—and the stock climbed almost 4% on the news. Wall Street loves when companies poach talent from competitors. It's like hiring your rival's best player except instead of touchdowns, you get optimized supply chains and marginally better quarterly earnings.
From the financial renegade who has predicted almost every major economic event since the late ‘90s comes an urgent new warning:
America Is About To Be Displaced, Forever
An unstoppable new force is about to destroy millions of Americans financially (Goldman Sachs estimates 12,400 daily), while generating millions of dollars for others… Which side will you be on?
🚀 Pre-Market Fuel
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