How a CEO Turned an AI Blowout Into a Crash
Cisco spiked on the best report in its history, then collapsed while the CEO was still talking. We think it's a sell.
Belanger Trading
From the Trade Desk is Belanger Trading’s daily market commentary on what matters on Wall Street right now, and why we’re watching it.
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This Is How BAG HOLDERS Get Destroyed.
A $140 stock lost a quarter of its value in one morning. The crowd keeps buying. Dead cats like this don't bounce.
SpaceX Insiders DUMP Shares. BUY SIGNAL!
Up to 911.5 million insider shares come free tomorrow morning. The day that matters is not on the calendar yet.
The AI Trade Everyone Owns Just BLEW UP.
The two names that carried energy yesterday were sold today. Neither one is in the fund with 'Energy' on the label.
FAKE PEACE, REAL MINES. Today's Rally A Trap?
Day 156 of the closure, and the last count through was ten ships. Wall Street bought something Monday. It wasn't peace.
Apple's Record Quarter Just Made It DEAD MONEY.
Not a crash. Worse. The bill gets bigger from here, and Apple doesn't get to set the price.
Dot-Com 2.0: This Is How Nvidia Dies
Monday's headline on Nvidia read like the biggest order in the history of the AI trade.
Why Google Crashed After Q2 Blowout
A blowout quarter, a 7% crash, and yields at an 18-month high. The one tell that separates smart AI spending from a drunken sailor.
Tesla and Google Report Tonight. The Spend Is the Tell.
Last week the tape started punishing AI spend. Tonight the two biggest spenders report. The reaction, not the number, is the tell.
PayPal's Real Buyout Price Isn't $60.50
A $60.50 bid, and the stock still sits $4 under it. The first number rarely wins, so a desk structures this instead of chasing the spread.