Posted May 6, 2026
Trump paused Project Freedom Tuesday evening citing Iran deal progress. Brent has shed nearly $20 from its April 30 wartime peak. Refiners and transports are the cleanest places to position.
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Posted May 6, 2026
PYPL beat top and bottom line then fell 10%. The Q2 guide of –9% YoY EPS told the story.
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Posted May 6, 2026
PLTR posted record growth and raised guidance, then fell 6.59%. The reason isn't the business — it's the multiple.
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Posted May 6, 2026
PFE +2.2% on Q1 revenue $14.45B (+5%) and a reaffirmed 2026 outlook. In an AI-vs-oil market, sometimes boring is best.
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Posted May 5, 2026
Iran fired 15 missiles and four drones at the UAE, sparking a fire at a Fujairah oil facility and lighting Brent on fire — up 5.8% to settle at $114.44. Here's the trade.
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Posted May 5, 2026
PLTR posted $1.633B revenue (+85% YoY) and U.S. revenue +104% — the first 3-digit quarter ever. Karp raised FY guide to 71% growth.
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Posted May 5, 2026
MU's entire calendar 2026 HBM supply is locked under binding contracts — including HBM4. CEO Mehrotra ramped capex to $20B and guided 68% gross margins.
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Posted May 5, 2026
PFE delivered $14.45B Q1 revenue (+5.4%), beat EPS at $0.75, reaffirmed 2026 guide. Trades at 9x forward earnings with a 6.4% yield. Here's the setup.
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Posted May 4, 2026
Brent is up 6.3% to $115.01 as Trump launches Project Freedom to escort ships through Hormuz — and Iran threatens to attack any foreign forces entering the strait. The Play: long volatility, not...
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Posted May 4, 2026
Palantir ($PLTR) reports Q1 after the close — and the options market is pricing in a 10.55% swing. Wall Street wants 74% revenue growth. The stock is already down 19% YTD on valuation worries.
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Posted May 4, 2026
Reddit ($RDDT) Q1 just printed: revenue up 69%, EPS of $1.01 vs. $0.58 expected, net income up 680%. The stock ripped 13.82% on Friday and the upgrade cycle is just getting started.
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Posted May 4, 2026
AMD ($AMD) reports Q1 tomorrow after the close. The 6-gigawatt OpenAI deal and $60B/5-year Meta supply contract change the visibility on FY26 numbers. Watch the FY26 guide — above $50B is the...
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