Traders & Quants

A trusted source for over 150k investors, traders, and quants who take their capital seriously.

May 9, 2026

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6 min read

TRADERS & QUANTS — SATURDAY RECAP

The Deal That Wasn't | The Software Trade That Was | Six Things That Actually Moved Markets.

Dio Pouerie, +1

Micron’s Best Week | Iran Is Charging | Sentiment All-Time Low

May 8, 2026

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5 min read

Micron’s Best Week | Iran Is Charging | Sentiment All-Time Low

April payrolls came in at 115,000. Iran built a toll booth on the world's most important shipping lane. Consumer sentiment hit all-time low. The S&P heads for its sixth winning week.

Dio Pouerie, +1

Hormuz Fires Again | Jobs Day at 8:30 | Datadog Crosses a Billion | Planet Fitness Breaks

May 8, 2026

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5 min read

Hormuz Fires Again | Jobs Day at 8:30 | Datadog Crosses a Billion | Planet Fitness Breaks

Datadog just became a billion-dollar-a-quarter company and the stock jumped nearly a third. Planet Fitness beat on revenue and still lost a third of its value. The market is paying for acceleration and punishing anything that sounds like a ceiling.

Dio Pouerie, +1

Recession News | Software Winners | The Dollar | Iran Hasn't Answered

May 7, 2026

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5 min read

Recession News | Software Winners | The Dollar | Iran Hasn't Answered

Whirlpool cut its earnings guidance in half and called it recession-level.The dollar erased all its wartime gains. Iran still hasn't responded. The S&P hit a new intraday high.

Dio Pouerie, +1

Oil Crashes on Deal Hope | Semis Storm New Highs | Arm Beats, Then Breaks | Iran Responds Today

May 7, 2026

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5 min read

Oil Crashes on Deal Hope | Semis Storm New Highs | Arm Beats, Then Breaks | Iran Responds Today

Advanced Micro Devices posted a blowout quarter and the whole semiconductor sector followed it higher. Then Arm reported after the bell, beat on every line, and dropped. The difference was guidance. That split tells you everything about what this market is willing to pay for right now.

Dio Pouerie, +1

The Consumer Is Fine | Nvidia Is Buying | CPU Forecast

May 6, 2026

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5 min read

The Consumer Is Fine | Nvidia Is Buying | CPU Forecast

AMD raised its CPU market forecast. Disney and Uber said consumers are still spending. Nvidia invested in Corning for optical fiber. WTI fell on a deal report and recovered when Trump hedged it.

Dio Pouerie, +1