Traders & Quants

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Next Trillion-Dollar Company | Alphabet $80 Billion | Fed Done Waiting

Jun 2, 2026

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5 min read

Next Trillion-Dollar Company | Alphabet $80 Billion | Fed Done Waiting

Alphabet announced an $80 billion equity raise. JOLTS blew past estimates. The Fed's Hammack said hikes may be coming. Records and tightening data landed on the same day.

Dio Pouerie, +1

Iran Talks Collapse | HPE Proves the AI Spend | ISM Prices Won't Quit | The Exuberance Question

Jun 2, 2026

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4 min read

Iran Talks Collapse | HPE Proves the AI Spend | ISM Prices Won't Quit | The Exuberance Question

Hewlett Packard Enterprise beat revenue estimates by nearly a billion dollars and doubled its earnings. The stock jumped almost 30% after hours. By the time it happened, futures were already sliding on reports that Iran suspended peace talks.

Dio Pouerie, +1

Iran Fired Missiles | Nvidia Disrupted the PC Market | Bet on Housing

Jun 1, 2026

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5 min read

Iran Fired Missiles | Nvidia Disrupted the PC Market | Bet on Housing

Iran suspended talks and fired missiles at US forces in Kuwait. WTI jumped 7%. Nvidia unveiled a PC chip that crushed Intel and Qualcomm. Software turned positive for the year.

Dio Pouerie, +1

Dell Resets the AI Trade | Iran Deal Unsigned | Computex Opens | Payrolls Loom

Jun 1, 2026

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5 min read

Dell Resets the AI Trade | Iran Deal Unsigned | Computex Opens | Payrolls Loom

Dell posted its best day ever on AI server demand nobody modeled. SoftBank followed with a record infrastructure bet in France. The question this week isn't whether the AI trade is real. It's whether the Iran deal and Friday's payrolls can keep up.

Dio Pouerie, +1

May 31, 2026

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6 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

Five Sessions to Payrolls | Hewlett Packard Tests Dell's Ceiling | Broadcom Thursday | The Pen Is Still Pending

Dio Pouerie, +1

May 30, 2026

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6 min read

TRADERS & QUANTS — SATURDAY RECAP

Two Trillions in Memory | Dell's New Ceiling | Snowflake Killed the SaaS Obituary | The Deal That Wouldn't Sign

Dio Pouerie, +1