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Archive

Jul 25, 2026

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5 min read

TRADERS & QUANTS - SATURDAY RECAP

Brent Broke $100 | The Spenders Got Sold, the Suppliers Got Paid | Six Things That Drove the Week

Jul 24, 2026

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5 min read

Pakistan Peace Push | Intel Reversed | New Tariffs Hit

WTI dropped sharply after Pakistan pushed for new Iran-US talks. Trump announced sweeping new tariffs on 60 countries overnight. The week closes messier than it opened.

Jul 24, 2026

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4 min read

Intel Crushed | Defense Beats Held | Kospi Sidecar Two | Backlogs Beat Narrative

Intel just delivered its fastest revenue growth since 2011 and jumped meaningfully after hours. Lockheed raised guidance and marked a record backlog. Both were bid on a day the megacap tape fell.

Jul 23, 2026

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4 min read

Alphabet Raised Capex | Tesla Burned $1.1B | WTI Broke | Memory Rose

Alphabet and Tesla both beat revenue estimates. Both fell hard. WTI broke above $90 on a tanker explosion near Hormuz. Memory stocks rose anyway. The market is now punishing spending, not rewarding growth.

Jul 23, 2026

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4 min read

Defense Reports Into the War | Oil Won't Fade, Fed Frozen | Rails Eat the Fuel Bill | Intel's Turn After the Bell

Lockheed and Raytheon report this morning, with nightly US strikes on Iran now in a second week and fresh threats of more. The same oil spike freezing the Fed is a tailwind for the defense primes and a tax on everything that burns diesel.

Jul 22, 2026

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5 min read

Super Micro Surged | September Hike Odds | Reddit Fell on Google Content Deal

Super Micro nearly doubled its margin guidance and took in $60 billion in new orders. September hike odds jumped to 74%. Reddit fell 9% on reports it may cancel its Google AI content deal.

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