Stockunity

468 large caps on Stockunity just posted $4.88T in quarterly revenue. A new record. That’s almost double what the same basket did in late 2014. In 12 years, only one real break: Q1 2020. Every dip since has been bought by the next quarter.

Today’s session on Stockunity tells two stories. Up: AI infrastructure. $CLS +12%, $NBIS +11%, $CRDO +11%, $ALAB +10%. Down: refiners, all together. $VLO -9%, $MPC -7%, $PSX -7%.And $BA -10.7%, the same stock that showed a 174% ROE with an opportunity score of only 49 last week

Today’s stock of the day on Stockunity: $DELL, 68/100. Revenue +57.7% YoY. Earnings +2.7%. The market still prices it cheap, with a forward P/E of 15 and a PEG of 0.46. But sales are growing 20x faster than profits. Bargain, or margins about to crack?

Defensives got sold today. $KO -2.8%, $PG -2.8%, $LLY -2.5%. Finance down too, $JPM -1.5%. The money went to chips and oil instead: $MU +2.5%, $AMD +1.7%, $XOM +2.8%, $CVX +2.9%. Risk back on, or just one session?

Two weeks ago, cybersecurity led the selloff. Today it leads the tape. $CRWD +8.25%, now +12.9% over 7 days. $NET and $PANW +7% each. On the other side, telecom sinks as a pair: $T -8%, $TMUS -7.7%. Sector call or two separate stories?

The 10 highest ROE stocks on Stockunity right now: $MA 241% $BKNG 226% $APP 204% $BA 174% $LYFT 153% $AAPL 149% $WDC 131% $SPG 121% $FTNT 117% $NVDA 117% Look at Boeing in 4th place. 174% ROE, but an opportunity score of only 49 and a P/E near 69.

No time to check the market every day? Stockunity prepares a personal Replay: your watchlist first, then the session’s biggest moves. Last one: $NVDA -4.4%, $MRNA -17.6%, $NOK -14.8%. Caught up in 10 seconds.

One heatmap, the whole session. 🔴 Tech -1.51%: $CRWD -7.3%, $PANW -7.3%, $PLTR -5.7% 🟢 Finance +0.81%, Energy +0.95%, Materials +1.22% 📊 Only 38% of names closed higher

Friday’s session in one read, straight from Stockunity’s briefing. The question going into next week: is this a broader risk-off rotation out of tech? Headline, context and the assets to watch, written fresh every session. stockunity.io

Stockunity’s homepage reads like a financial newsroom. Today’s briefing, and one key question: can AMAT hold its 200-day moving average around $450? Indices, movers, sectors and macro context, all explained in one page.