Archive - Investing with Data.

13 Charts: Burry, Buybacks, and AI Squeeze.

Burry, Buybacks, and AI Squeeze. So many signals.

Aug 23 • Sean D. Emory

12 Charts: / AI signals worth watching, inflation helping.

Frontier bids climb, CPI and PPI keep moderating.

Aug 14 • Sean D. Emory

13 Charts: Category leaders keep winning.

Flat labor, refund tailwinds, and operators executing.

Aug 7 • Sean D. Emory

July 2026

12 Charts: What hyperscaler capex told us.

Memory up 2-3x, capex up single digits. Demand isn't what the memory tape suggests.

Jul 31 • Sean D. Emory

11 Charts: Earnings this week. Previewing next.

Google and Tesla this week, Meta, Roblox next... Here's view.

Jul 24 • Sean D. Emory

13 Charts: Earnings season is back + What Buffett Said…

Netflix, banks, Autonomous battle, Venmo data and more...

Jul 17 • Sean D. Emory

12 Charts: The Rotation Is Showing Up.

Cash App + Kalshi + Rotating Markets...

Jul 10 • Sean D. Emory

Q&A + Letter: Five Questions for the Second Half of 2026

Our 2H Avory Views

Jul 2 • Sean D. Emory

June 2026

9 Charts: The rotation is starting.

AI or nothing, until it isn't.

Jun 26 • Sean D. Emory

12 Charts: We said it for years. Finally the Fed listened.

Warsh, real-time data now, and consumer all read the same.

Jun 20 • Sean D. Emory

10 Charts: AI is killing software? Really?

Jun 12 • Sean D. Emory

9 Charts: Here come the IPOs.

Jun 5 • Sean D. Emory

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