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Hi Tomasz, There are moments when the market becomes unusually data-dependent — when the edge moves to the analysts who can see what's actually happening beneath the surface, before the headlines catch up. This is one of those moments. Labor Day marks the unofficial end of summer. For markets, it marks the start of something considerably more interesting. September is historically the worst month for equities — institutional rebalancing, corporate debt issuance, and a return to full trading volumes all converge at once. This year they're converging into one of the most analytically complex environments in recent memory. The AI story has entered a new phase. The first wave was the hyperscalers: Microsoft, Alphabet, Amazon, Meta. Then the GPU makers and semiconductor names. Now money is spreading through the entire supply chain — power, data centres, networking, memory, cooling, cloud, software, enterprise AI. The semiconductor index is up roughly 60% year-to-date, and semiconductor earnings have risen by roughly the same amount. More than half the Nasdaq-100 is reporting earnings growth above 20%. The rally has become broad — and that breadth is where the opportunity is. Data centres need power, and electricity demand from AI is projected to double within five years. Networking equipment suppliers are seeing order books fill. Memory and cooling manufacturers are running at capacity. These aren't speculative positions — they're companies with visible, contracted revenue growing from AI capital expenditure running into the hundreds of billions annually. The question for a technical analyst isn't whether AI is real. It's which part of the supply chain is seeing earnings revisions move fastest — and whether the price has already caught up. Price breadth can be speculative. Earnings breadth is considerably harder to fake. At the same time, oil is back. The US-Iran conflict has pushed Brent crude to $92–$97 — a 43% spike year-on-year. That's not just an energy trade. Oil changes the inflation picture, which changes bond yields, which changes the discount rate on every growth stock in the market. And on September 11th, the CPI report drops — whatever that number says, it sets the tone for how autumn resolves. The market is transitioning from "Buy AI" to "Show me the earnings" to "Show me the return on invested capital." In that environment, the edge belongs to the analysts with the broadest, deepest data coverage — the ones who can see where earnings are actually accelerating before the market has completely repriced it. That's what EODData is for, and to mark Labor Day, we're running 50% off all historical data through Monday September 8th.
You don't have to be putting live money to work for this to be useful. The analysts ready when September resolves are the ones building their data foundations now.
The offer closes midnight Monday September 8th. Happy Labor Day — and happy analysing. Best regards,
The EODData team |
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