Burry Cashed Out. What’s Left?
August 5, 2026 Burry Took the Money. Now Read the Short Book. His Microsoft and Oracle exits look clean. What…
Category: Newsletters
Snap just had its best quarter in years
August 4, 2026 Snap’s Best Quarter in Years Big EBITDA jump, a fading user base in the U.S., and AR…
CORZ: $24B Backlog, $6B Market Cap
August 3, 2026 CORZ Is Down 32%. The $24B Backlog Hasn’t Moved. A full trading plan for the AI infrastructure…
AMZN’s $25B Chip Bet Pays Off
July 31, 2026 AMZN Cleared the Bar. Now Comes the Hard Part. The stock surged past its implied move range.…
The CVNA guidepost today
July 30, 2026 Carvana Slides on Guidance A fast read on levels, catalysts, and the next best trade decision. Sponsored…
SOFI crushed it. Stock tanked.
July 29, 2026 SOFI Beat. The Stock Still Fell. What a strong quarter and a weak reaction tell active traders…
MSFT earnings: vol is bid
July 28, 2026 MSFT Into Earnings: Vol Is Bid The options market is charging for movement. Decide if you agree.…
WMT dropped 20%. Puts are piling up.
July 27, 2026 Walmart Dropped 20%. Puts Are Climbing. August 20 earnings are close and the options chain is not…
VZ Options Told the Story First
July 24, 2026 VZ: The Options Market Knew Weekly IV hit a record before earnings. The results just confirmed why.…
SMCI: $60B in Orders, Stock Still Cheap
July 23, 2026 SMCI Booked $60B in One Quarter The margin bears just got their answer. The legal cloud is…