Traders & Quants

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Marvell Raised Two Years And Fell | Ulta Grew Without More Customers | Wheat Is A War Trade Now | Gap Missed And Rose

Aug 28, 2026

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5 min read

Marvell Raised Two Years And Fell | Ulta Grew Without More Customers | Wheat Is A War Trade Now | Gap Missed And Rose

Something changed between Wednesday night and Thursday night. Nvidia beat and had its biggest session in more than a year. Then most of the companies that beat after Thursday's close got sold for it.

Dio Pouerie, +1

Software Buried SaaSpocalypse | Nvidia Reportedly Buying Hugging Face | AI Trade Bill Is Bigger

Aug 27, 2026

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4 min read

Software Buried SaaSpocalypse | Nvidia Reportedly Buying Hugging Face | AI Trade Bill Is Bigger

Salesforce, CrowdStrike, and Okta all surged. Nvidia reportedly agreed to buy Hugging Face for $12.9 billion. The US goods trade deficit hit its widest level in over 30 years. The AI boom is real and it is getting expensive.

Dio Pouerie, +1

Nobody Is Being Fired | Payrolls Fell Anyway | Warsh Gets Company Friday | Dollar General's Six Figure Shopper

Aug 27, 2026

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5 min read

Nobody Is Being Fired | Payrolls Fell Anyway | Warsh Gets Company Friday | Dollar General's Six Figure Shopper

Three members of the Federal Reserve voted for a rate rise last month. Their case rests on a labor market that held. Tomorrow morning the government puts a number on how many jobs that market actually had.

Dio Pouerie, +1

PCE Held | Meta Paid $18B to Settle | Iran and Oman Struck a Deal

Aug 26, 2026

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5 min read

PCE Held | Meta Paid $18B to Settle | Iran and Oman Struck a Deal

PCE held exactly as expected, and gave the market nothing new to trade. Meta settled the child safety trial for $18 billion. Iran and Oman announced a revenue-sharing deal on Hormuz. WTI fell. Warsh speaks Friday.

Dio Pouerie, +1

The Profit Line Nobody Trades | Semis Rose On A Yield | Warsh Has No Dots | The Trench Is Already Contracted

Aug 26, 2026

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5 min read

The Profit Line Nobody Trades | Semis Rose On A Yield | Warsh Has No Dots | The Trench Is Already Contracted

The tape will trade this morning's inflation gauge. The release next to it carries the first count of what American companies actually earned in the spring. That quarter ended two months ago and the number has never been published.

Dio Pouerie, +1

Dick's Had Its Worst Day on Record | Druckenmiller Blasted Bessent | Bitcoin at $80K

Aug 25, 2026

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5 min read

Dick's Had Its Worst Day on Record | Druckenmiller Blasted Bessent | Bitcoin at $80K

Dick's fell. Druckenmiller publicly called his own mentee's bond plan a mistake. Bitcoin briefly crossed $80,000. Nvidia snapped its 7-day losing streak. WTI fell another 3%. The session looked calm on the index but wasn't.

Dio Pouerie, +1