Traders & Quants

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Feb 24, 2026

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11 min read

TQ Morning Briefing

IBM lost $30 billion in market cap on Monday after Anthropic said Claude Code can update COBOL systems. That is the market pricing AI into legacy revenue durability. Nvidia reports in 36 hours, and every AI bull needs Jensen Huang to prove the build is still worth the cost.

Dio Pouerie, +1

Feb 23, 2026

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9 min read

TQ Evening Briefing

Today the market stopped cheering the ruling and started pricing the replacement, plus a refund fight that just turned political.

Dio Pouerie, +1

Feb 23, 2026

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11 min read

TQ Morning Briefing

The Supreme Court struck down Trump's emergency tariffs Friday in a 6-3 ruling. By Saturday, he had replaced them with a 15% global levy under a different law. The legal authority changed. The trade war didn't. Now the market has to price a 150-day clock, a potential $170 billion refund wave, and the question of whether Section 122 survives its first court challenge.

Dio Pouerie, +1