Traders & Quants

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Jul 11, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

The AI Trade Split in Two | Six Things That Actually Drove Markets

Dio Pouerie, +1

SK Hynix Opened | Delta Beat and Fell | Meta Had Its Best Week

Jul 10, 2026

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5 min read

SK Hynix Opened | Delta Beat and Fell | Meta Had Its Best Week

The week that started with a declared war ended with a record IPO. The AI trade sorted itself in real time. Memory won. Software and airlines did not.

Dio Pouerie, +1

Delta Before the Bell | SK Hynix Rings | Brent's Best Week Since May | IEA Calls a Demand Decline

Jul 10, 2026

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4 min read

Delta Before the Bell | SK Hynix Rings | Brent's Best Week Since May | IEA Calls a Demand Decline

Delta reports in under an hour. The stock has run sharply this year on a bet that premium travel demand held through the oil spike. If margins compressed harder than the walked-down bar, the airline rerating stops and the K-consumer story cracks with it.

Dio Pouerie, +1

Chips Are Back | Salesforce Got Downgraded | The Equal-Weight Index Just Beat the S&P

Jul 9, 2026

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4 min read

Chips Are Back | Salesforce Got Downgraded | The Equal-Weight Index Just Beat the S&P

Semis led the market higher while Salesforce got a brutal downgrade. The rotation away from Big Tech is now showing up in the index math.

Dio Pouerie, +1

Iran Called Trump | SK Hynix Oversubscribed | Chips Bouncing | PepsiCo Missed

Jul 9, 2026

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5 min read

Iran Called Trump | SK Hynix Oversubscribed | Chips Bouncing | PepsiCo Missed

Trump said Iran called him wanting a deal after the US struck 90 targets overnight. SK Hynix is 7x oversubscribed. Chips are bouncing. The next 24 hours answer everything.

Dio Pouerie, +1

The Fed Is Tied | Microsoft Worst Stretch Since 2000 | WTI Reversed Hard

Jul 8, 2026

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4 min read

The Fed Is Tied | Microsoft Worst Stretch Since 2000 | WTI Reversed Hard

The Fed minutes showed a committee split right down the middle. SK Hynix lists its US ADRs tomorrow. Microsoft closed its worst month since the dot-com bust. The Nasdaq gave back gains.

Dio Pouerie, +1