The Hype Market
The Hype Market: The Quarter the Fringe Outran AI
The Hype Market's Q2 reckoning — all 34 themes, ninety days, the hype multiple on every name. The quarter the fringe outran AI.
The Hype Market
The Hype Market
Twenty Ways to Lose Half Your Money
From gene therapy to Litecoin, the loudest pitches among the 21 themes FASTMaster tracks took the deepest cuts in early 2026 — proof a good story is no floor.
The Hype Market
Space Ships Payloads. Quantum Ships Slides.
The H1 2026 market drew a hard line in frontier tech. Space stocks surged 52.2% by shipping real payloads and booking actual revenue. Meanwhile, quantum computing sank 14.8% as Wall Street rejected slideware. Discover why the market demands receipts over roadmaps.
The Hype Market
Arm Tripled. Intuit Halved. Why Wall Street Shorted AI Software
The first half of 2026 revealed a harsh truth about the AI trade: Wall Street paid everyone selling the infrastructure while shorting companies selling software. Arm Holdings tripled while Intuit shed over half its value, proving the market is buying physical steel over digital stories.
The Hype Market
The Market Paid for the Steel, Not the Story: H1 2026’s Brutal Tech Split
Across 21 hype themes tracked in H1 2026, silicon and substations surged while software, crypto, and memes sank. Wall Street stopped paying for pure narrative and shifted capital directly to physical infrastructure, hardware, and firms that actually ship physical products.