Market studyAug 4, 2026
Six sessions from the worst Dow day since April 2025 to an all-time high. Across 639,594 mentions and trades, retail attention peaked during the crash, greed arrived one day after the record and the smart-money gauge ran the opposite path the entire way.
$SPYSmart money vs crowdFed
Event studyJul 16, 2026
Rocket Lab agreed to buy Iridium for $8 billion, popped 16%, then slid 24% in eight trading days. Polymarket collapsed to 28% bullish on day one of the slide and stayed below 50% throughout, while X stayed bullish for another week, then cracked on its biggest mention day.
$RKLBPolymarket vs socialM&A
Follow-upJul 14, 2026
A month after we asked if the SpaceX IPO was a retail trap, $SPCX peaked at $225 four sessions in, then round-tripped to $139. News and X stayed euphoric the whole way down. Reddit, the skeptical channel, tracked the tape. We grade all five of our IPO-week calls.
$SPCXIPO follow-upAttention decay
Event studyJun 27, 2026
A CFO hire turned Wendy's into a meme stock: +26% in a session, halted at the open, 38% of the float short. We pulled 4,365 mentions of $WEN and found the buzz spiked a day before the price, then X peaked at the exact high that reversed.
$WENShort squeezeMeme stock
Event studyJun 23, 2026
Memory is the hottest trade on the tape. News coverage is 74% bullish and the whole complex is up 50%+ in a month, but Reddit is split and nervous going into Micron's June 24 earnings. We pulled 10,771 mentions to read the mood.
$MUEarningsMemory super-cycle
Event studyJun 19, 2026
Accenture cut its FY26 outlook and had its worst day in years on 8x volume. Mentions spiked 15x on Reddit and 14x on X. News stayed measured while retail turned bearish, and the whole IT-services sector followed it down.
$ACNEarningsAI vs consulting
Event studyJun 11, 2026
SpaceX lists at a reported $1.8 trillion valuation. News coverage is 69% bullish, X is 55% bullish and Reddit has flipped net bearish. We pulled the raw mentions and compared nine earlier hyped IPOs to see who tends to lose.
$SPCXIPOX vs Reddit