Traders & Quants

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Jul 11, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

The AI Trade Split in Two | Six Things That Actually Drove Markets

Dio Pouerie, +1

SK Hynix Opened | Delta Beat and Fell | Meta Had Its Best Week

Jul 10, 2026

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5 min read

SK Hynix Opened | Delta Beat and Fell | Meta Had Its Best Week

The week that started with a declared war ended with a record IPO. The AI trade sorted itself in real time. Memory won. Software and airlines did not.

Dio Pouerie, +1

Delta Before the Bell | SK Hynix Rings | Brent's Best Week Since May | IEA Calls a Demand Decline

Jul 10, 2026

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4 min read

Delta Before the Bell | SK Hynix Rings | Brent's Best Week Since May | IEA Calls a Demand Decline

Delta reports in under an hour. The stock has run sharply this year on a bet that premium travel demand held through the oil spike. If margins compressed harder than the walked-down bar, the airline rerating stops and the K-consumer story cracks with it.

Dio Pouerie, +1