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

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.

Dio Pouerie, +1

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

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.

Dio Pouerie, +1

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

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.

Dio Pouerie, +1

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

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.

Dio Pouerie, +1

Kazakh Crude Stops Moving | Houthis Blockade Saudi Shipping | Bonds Price a Hike, Chips Price a Boom | The Reroute Trade Runs Out of Road

Jul 22, 2026

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5 min read

Kazakh Crude Stops Moving | Houthis Blockade Saudi Shipping | Bonds Price a Hike, Chips Price a Boom | The Reroute Trade Runs Out of Road

Kazakhstan stopped pumping crude to the Black Sea after four tankers were hit in four days. Saudi tankers turned around mid voyage in the Red Sea. Every route built to survive the Hormuz closure came under attack in the same week.

Dio Pouerie, +1

GM Beat on Profits | US Sales Fell | $120 Oil If Hormuz Stays Shut

Jul 21, 2026

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4 min read

GM Beat on Profits | US Sales Fell | $120 Oil If Hormuz Stays Shut

GM sold fewer cars and made more money. Dimon said publicly he wouldn't buy stocks or Treasuries right now. Goldman says oil could hit $120 if Hormuz stays shut. Alphabet and Tesla report tomorrow.

Dio Pouerie, +1