Traders & Quants

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Records Broken | AI Agents Now Trade Your Money | Solar Best Month

May 29, 2026

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4 min read

Records Broken | AI Agents Now Trade Your Money | Solar Best Month

The ceasefire trade sent oil to $86. Dell surged 30%. Records across the board. Three stories underneath the tape matter more than the headlines.

Dio Pouerie, +1

Dell Breaks the AI Ceiling | Ceasefire Unsigned | PCE Hits a Three-Year High | Snowflake Kills the SaaS Obituary

May 29, 2026

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5 min read

Dell Breaks the AI Ceiling | Ceasefire Unsigned | PCE Hits a Three-Year High | Snowflake Kills the SaaS Obituary

Dell Technologies beat every line by a margin that forced real-time model changes across the Street. AI server revenue nearly doubled the top estimate, and management raised full-year guidance by more than twenty billion dollars. The rest of the AI supply chain reports into that bar now.

Dio Pouerie, +1

PCE Came In | Axios Says Deal Is Done | CEO Confidence Just Collapsed

May 28, 2026

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4 min read

PCE Came In | Axios Says Deal Is Done | CEO Confidence Just Collapsed

PCE's monthly read came in below estimates. CEO confidence hit its lowest level of the Trump term. Records and reality are having a disagreement and only one of them is right.

Dio Pouerie, +1

Iran Strikes Reset the Oil Clock | PCE Meets a War Premium | Snowflake's $6B AWS Bet | Dell's Backlog on Trial

May 28, 2026

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5 min read

Iran Strikes Reset the Oil Clock | PCE Meets a War Premium | Snowflake's $6B AWS Bet | Dell's Backlog on Trial

Snowflake beat on every line, locked in a $6 billion AWS deal, and surged sharply after hours. Dell reports tonight into that same AI demand story with a $43 billion backlog. The question is whether today's PCE print gives the Fed cover to stay patient or whether the overnight Iran strikes just reset the energy clock.

Dio Pouerie, +1

Zscaler | Oil Dropped | Software's Last Stand | Russell Record

May 27, 2026

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4 min read

Zscaler | Oil Dropped | Software's Last Stand | Russell Record

Zscaler beat everything and lost nearly a third of its value. Oil dropped hard on an Iran deal draft the White House called a fabrication. Salesforce reports and the entire software trade is riding on it.

Dio Pouerie, +1

Micron's Trillion | Zscaler Beats, Drops a Fifth | Consumer Confidence Fades Again | Salesforce Faces the AI Fork

May 27, 2026

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6 min read

Micron's Trillion | Zscaler Beats, Drops a Fifth | Consumer Confidence Fades Again | Salesforce Faces the AI Fork

Micron crossed a trillion dollars on a single upgrade. Zscaler beat on every metric and lost a fifth of its value after hours. The AI trade has split into two lanes, and tonight Salesforce reports into the widest gap between them.

Dio Pouerie, +1