Traders & Quants

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Nvidia Beats, Market Shrugs | Oil Crashes on Iran Hope | Four Dissents at Powell's Last Fed | SpaceX Files the Biggest IPO Ever

May 21, 2026

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6 min read

Nvidia Beats, Market Shrugs | Oil Crashes on Iran Hope | Four Dissents at Powell's Last Fed | SpaceX Files the Biggest IPO Ever

Nvidia topped estimates on every line, raised guidance, and launched a new share repurchase. The stock dropped after hours for the fourth straight quarter. When the largest AI chip company on earth can't get a post-earnings pop, the market is telling you the discount rate matters more than the growth rate.

Dio Pouerie, +1

Oil Traders Under Investigation | Tankers Crossed Hormuz | Target Beat

May 20, 2026

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5 min read

Oil Traders Under Investigation | Tankers Crossed Hormuz | Target Beat

Three oil tankers crossed Hormuz overnight. Target beat its best quarter in years then warned Q2 looks different. The CFTC opened a probe into $800 million in oil trades. Nvidia reports tonight.

Dio Pouerie, +1

30-Year Yield Hits 2007 Levels | Three Straight Losses | Nvidia Reports Into the Storm | FOMC Minutes From the Powell Exit

May 20, 2026

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5 min read

30-Year Yield Hits 2007 Levels | Three Straight Losses | Nvidia Reports Into the Storm | FOMC Minutes From the Powell Exit

Nvidia reports after the bell tonight. The market needs it to hold up a rally the bond market is working hard to tear down. The S&P has posted three straight losing sessions. The 30-year yield just hit its highest level since before the financial crisis.

Dio Pouerie, +1

Shorts Stacked for Nvidia | Blackstone and Google Bet | 30-year Treasury

May 19, 2026

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5 min read

Shorts Stacked for Nvidia | Blackstone and Google Bet | 30-year Treasury

Two-thirds of fund managers expect the 30-year Treasury to hit 6%. Nasdaq shorts are at their largest since the 2023 low. Blackstone and Alphabet just co-invested $5 billion in AI infrastructure.

Dio Pouerie, +1

Iran Strike Postponed | Yields Hold the Highs | Home Depot Reports Into Tightening | Memory Chips Crack Again

May 19, 2026

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5 min read

Iran Strike Postponed | Yields Hold the Highs | Home Depot Reports Into Tightening | Memory Chips Crack Again

Home Depot reports before the open. It's the cleanest rate-sensitivity read on the calendar this week. Chair Warsh just inherited a divided committee, yields near a one-year high, and a market that's moved from pricing cuts to pricing hikes in under a month.

Dio Pouerie, +1

NextEra Bets $67B | Americans Pay More | Bonds Crack

May 18, 2026

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5 min read

NextEra Bets $67B | Americans Pay More | Bonds Crack

NextEra made a massive AI power move. Americans quietly spent $45 billion more on fuel. Japan’s bond market flashed another warning. The S&P just hit a dotcom-era extreme.

Dio Pouerie, +1