Posted May 15, 2026
POET Technologies signed a $50M order with Lumilens scaling to $500M over five years. Shares surged 39% to a 12-year high. Here's why this matters.
Sip the tea
Posted May 15, 2026
The S&P 500 closed at 7,501 yesterday — but Nomura attribution data shows just 10 stocks drove 69% of the run. Here's the trade for a narrowing tape.
Sip the tea
Posted May 15, 2026
AMAT printed Q2 records and guided semi-equipment to grow more than 30% in 2026. When the company that makes the machines that make the chips talks, listen.
Sip the tea
Posted May 15, 2026
PAAS Q1 results: revenue $1.15B (+49%), EPS $1.08 (+130%), record $1.8B cash, 35-40% FCF return framework. Silver at $87 is no longer a chart pattern.
Sip the tea
Posted May 14, 2026
MP Materials sits at the center of the Trump-Xi summit's rare-earth question. With a $110/kg DoD price floor and 15% federal equity stake, MP is the asymmetric geopolitical trade.
Sip the tea
Posted May 14, 2026
April Advance Retail Sales drops at 8:30 AM ET — consensus near flat against a +1.7% March tariff-front-run spike. Two-corner trade setup for hot vs cold print.
Sip the tea
Posted May 14, 2026
JD.com Q1 2026 beat: revenue RMB 315.7B, adjusted EBITDA 8.02B vs 4.46B expected, retail margin +70 bps to 5.6%. Stock +7% on a clean earnings inflection.
Sip the tea
Posted May 14, 2026
Alibaba's fiscal Q4 2026 adjusted net income collapsed 99.7% YoY — but the stock rallied on AI cloud revenue +38% and an 11th straight quarter of triple-digit AI growth.
Sip the tea
Posted May 13, 2026
April PPI prints at 8:30 AM ET. The two-corner setup for what to trade if it lands hot or cold — plus tomorrow's post-mortem framing.
Sip the tea
Posted May 13, 2026
Cisco reports fiscal Q3 after the close today. The real number isn't headline revenue — it's the AI order book. Why options imply a 9.9% move.
Sip the tea
Posted May 13, 2026
Trump arrives in Beijing Thursday with Boeing's CEO in tow. The summit framing matters more than Wall Street thinks.
Sip the tea
Posted May 13, 2026
Qualcomm dropped 11% Tuesday as the chip sector split. The contrarian setup vs. the momentum trade — and why dispersion is a signal.
Sip the tea