Traders & Quants

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Oil Breaks $100 on Deal Hopes | AMD Blows Past the Street | Disney Reports Into the Rally | Palantir Beats and Bleeds

May 6, 2026

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5 min read

Oil Breaks $100 on Deal Hopes | AMD Blows Past the Street | Disney Reports Into the Rally | Palantir Beats and Bleeds

AMD's data center business just posted its biggest quarter ever and guided Q2 well above the Street. That's not a beat. That's the market learning it missed how fast the next wave of AI spending would land.

Dio Pouerie, +1

IMF Base Case | Palantir Beat | PayPal Cut | Fuel Demand Down

May 5, 2026

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5 min read

IMF Base Case | Palantir Beat | PayPal Cut | Fuel Demand Down

The IMF said its quick-war assumption is gone. Palantir posted record revenue. US fuel demand is down year over year. The Nasdaq hit a record.

Dio Pouerie, +1

Project Freedom Fires First | Norwegian Cuts a Third | Palantir Breaks Out | JOLTS at 10AM

May 5, 2026

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5 min read

Project Freedom Fires First | Norwegian Cuts a Third | Palantir Breaks Out | JOLTS at 10AM

Iran fired on the UAE for the first time since the ceasefire. The U.S. sank six Iranian boats in the Strait. Norwegian beat Q1 and slashed its full-year outlook by a third. The ceasefire is a fiction. The earnings damage is not.

Dio Pouerie, +1

May 4, 2026

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8 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

Norwegian Fuel Math | GameStop’s $56 Billion Offer | Project Freedom

May 4, 2026

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5 min read

Norwegian Fuel Math | GameStop’s $56 Billion Offer | Project Freedom

WTI swung intraday. Norwegian's fuel costs crushed its full-year outlook. Q1 earnings are on pace for growth. GameStop bid $56 billion for eBay before calling management.

Dio Pouerie, +1

Project Freedom Launches | Oil Reads De-Escalation | A Divided Fed Holds | Berkshire's $397B Sit

May 4, 2026

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5 min read

Project Freedom Launches | Oil Reads De-Escalation | A Divided Fed Holds | Berkshire's $397B Sit

The Navy is in the Gulf. The question is whether Iran lets ships pass. CENTCOM starts guiding ships through Hormuz this morning. Destroyers, aircraft, and 15,000 troops are in place. Berkshire sat on $400 billion at record prices and wouldn't quote a rate to insure a ship through the Strait. That is the honest risk assessment this morning.

Dio Pouerie, +1