Traders & Quants

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Trump Declared Ceasefire Over | WTI Above $74 | Fed Minutes at 2pm

Jul 8, 2026

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5 min read

Trump Declared Ceasefire Over | WTI Above $74 | Fed Minutes at 2pm

Trump told the NATO summit the ceasefire with Iran is over. WTI jumped above $74. Dow futures fell more than 500 points. Fed minutes still land at 2pm into all of it.

Dio Pouerie, +1

SpaceX Held Entry | Samsung Saved Memory Trade | OpenAI Hidden Cost

Jul 7, 2026

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5 min read

SpaceX Held Entry | Samsung Saved Memory Trade | OpenAI Hidden Cost

SpaceX closed its first session as a Nasdaq-100 member with $800 billion in passive buying absorbing the supply. Samsung confirmed HBM is sold out through year-end. Amazon issued $25 billion in bonds, bringing its 2026 total near $85 billion. The physical layer of AI keeps getting funded regardless of what the equity market does.

Dio Pouerie, +1

SpaceX Joins Nasdaq | Samsung Reports | Fed Minutes | Waller Flags Risk Flip

Jul 7, 2026

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6 min read

SpaceX Joins Nasdaq | Samsung Reports | Fed Minutes | Waller Flags Risk Flip

Samsung reported overnight and split the memory trade in two. SpaceX joined the Nasdaq-100 this morning. Waller said the Fed's risks have completely flipped. Minutes from Warsh's first meeting land this afternoon."

Dio Pouerie, +1

Jul 6, 2026

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7 min read

Market Tell — Weekly Intelligence

Institutional tools, refinement, and analysis for traders who refuse to stay reactive. Transcripts, filings, insider clusters, and options flow, distilled into a single weekly signal map.This is what it looks like to treat your portfolio like a responsibility, not a hobby.

Dio Pouerie, +1

Anthropic Data Center | OPEC+ Turned Crisis Into Glut | Microsoft Cut Jobs

Jul 6, 2026

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5 min read

Anthropic Data Center | OPEC+ Turned Crisis Into Glut | Microsoft Cut Jobs

Anthropic locked up a data center for 20 years. OPEC+ raised production for a fifth straight month turning a supply crisis into a glut. Microsoft cut jobs and fell anyway.

Dio Pouerie, +1

Chips Reopen Bruised | Meta's Excess Capacity | Anthropic's Trillion | Warsh Minutes Wednesday

Jul 6, 2026

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5 min read

Chips Reopen Bruised | Meta's Excess Capacity | Anthropic's Trillion | Warsh Minutes Wednesday

Meta signaled excess AI capacity. Anthropic's near-trillion IPO waits in the pipeline. Warsh's first minutes land Wednesday, and every session this week is a vote on the second-half AI story.

Dio Pouerie, +1