A morning email for people who own stocks
Know what happened to your stocks before the bell.
EarlyTape reads the news, filings and price moves for every stock you follow. Each morning you get one email: what changed, why it moved, and whether your reason for owning it still holds.
- S&P futures
- +0.4%
- Nasdaq futures
- +0.7%
- 10Y yield
- 4.12%
- VIX
- 17.8
The one thing that matters today
3 of your 8 stocks are exposed to the chip export news: 41% of your watchlist.
| Ticker | Chg | Signal | Why |
|---|---|---|---|
| NVDA | -3.1% | Material | Draft export rule on two chip families |
| COST | +1.2% | Watch | Earnings Thursday, implied move ±4.2% |
| MSFT | +0.2% | Quiet | Moved with the market |
About half the drop tracks the sector. The rest follows a report on a draft export rule.1 Nothing company-specific was filed.2
Bull case
The rule is a draft. China was 13% of revenue last quarter.
Bear case
Two analysts cut estimates overnight.
Thesis check: “Data center demand keeps growing through 2027.” Intact. Today's news is about access to one market, not demand.
1 Reuters, 9:14 PM ET · 2 SEC EDGAR, no 8-K filed
What goes into every brief
Free AI tools answer questions when you remember to ask. EarlyTape comes to you, knows what you own, and keeps score of itself.
01
Why it moved
Each move split into market, sector and company. When there's no clear reason, we say so instead of inventing one.
02
Thesis tracker
Write down why you own a stock. Every morning we check the news against it: intact, weakened or broken.
03
Signal, not noise
Every stock is ranked Material, Watch or Quiet. Quiet days take 30 seconds to read.
04
The one thing
The single development that matters most across your whole watchlist, like three holdings sharing one risk.
05
Sources on every claim
Every fact links to the article or filing it came from. Anything we can't source, we don't print.
06
Earnings kits
Before a report: expectations, implied move, what to listen for. After: what changed, including management's tone.
07
Filings radar
Insider buying clusters, 8-Ks, new risk factors and big-fund moves, pulled straight from SEC EDGAR.
08
A public track record
Every stock we flag as Watch gets scored afterwards, and the hit rate is published for anyone to check.
09
Built around you
Pick your delivery time, a 2-minute or deep read, and long-term or active framing.
How it works
Step 1
Pick your stocks
Add the tickers you own or watch. Optionally, write a line on why you own each one.
Step 2
We read overnight
News, filings, estimates and price action are gathered, ranked by importance and checked against sources.
Step 3
Read it with coffee
One email at the time you choose, before the US market opens.
Pricing
Start free, no card needed. Paid plans will come with a 14-day trial.
Free
$0
Available now
- Up to 2 stocks
- Daily brief with why it moved
- Earnings calendar
Pro
Recommended$15/mo
or $144/yr · coming soon
- Up to 30 stocks
- Full analysis with bull and bear cases
- Thesis tracker
- Earnings kits and filings radar
Premium
$39/mo
or $372/yr · coming soon
- Unlimited stocks
- Portfolio-level insights
- Earnings call analysis
- Alerts for material news during market hours
Questions
Is this investment advice?
No. EarlyTape explains what happened and lays out both sides. It never tells you to buy or sell, and it isn't tailored to your finances.
Which markets do you cover?
US-listed stocks and ETFs at launch. More markets will follow.
What does the free plan include?
A brief every weekday morning covering up to 2 stocks, with why each one moved and what's coming up. No card needed.
When do Pro and Premium open?
After the free brief has run for a while. Subscribers hear first, and can upgrade from any brief.
Where does the information come from?
Licensed market data and news feeds, plus public SEC filings. Every claim in a brief links to its source.
Can I cancel anytime?
Yes. Paid plans are month to month or yearly, and you can cancel in two clicks.
Start your free brief
Pick up to 2 stocks. It takes 20 seconds.