This Week At Helm: Week 1: Testing!
A test publication for a new feature rolling out for users and visitors.
What changed at Helm
Wrapped has a new slide. Maps your best and worst market days onto your portfolio's actual curve, single best and worst day marked on the line, second and third called out below. $ and % toggle for privacy or flexing.
This idea came striaght from a user who emailed me the idea (shoutout to them), which is exactly how I envisioned this to work. If there's something you want Helm to watch or show, tell me!
email me at: evan (at) helmterminal.dev
I also started this note. Weekly, I'll write down what shipped and what moved across the public theses Helm watches, in public. the Masthead (found at /masthead) has a good list of high-impact tickers and their driving theses, if you want to check those out.
Broader market update
What moved
- Nothing broke this week. Every tracked thesis still holds on the evidence.
What held up
- MSTR: a fresh filing or headline supported the thesis.
- GME: a fresh filing or headline supported the thesis.
- AMC: a fresh filing or headline supported the thesis.
- TSM: a fresh filing or headline supported the thesis.
- MU: a fresh filing or headline supported the thesis.
What we are watching
- NVDA: Unverified
- AAPL: Unverified
- MSFT: Unverified
- GOOGL: Unverified
- AMZN: Unverified
Pulled from the theses Helm tracks in public. See the full board on The Masthead.