When the iPhone was invented many years ago, many a trader scurried about in search of two things.The next Apple. The companies who were vendors for Apple, hoping to benefit from the giant wave that was the iPhone.While interesting to navigate, this sort of detective work almost always leads to poor results. There is no...Read More

Major development of the breaking varietal.This is sure to make Trump lose his fucking mind. He is now an outlaw. Proceed as you were, good Sirs. NDX futs +173bps.Read More

The moment of truth:NVIDIA beats by $0.08, beats on revs; provides Q2 revenue guidance, impacted by $8 bln loss in H20 revenue (134.81 -0.69) Reports Q1 (Apr) adjusted earnings of $0.81 per share, $0.08 better than the FactSet Consensus of $0.73; revenues rose 69.2% year/year to $44.06 bln vs the $43.34 bln FactSet Consensus.Non-GAAP gross margin came in at 71.3%, excluding...Read More

I have no doubt that if not for Trump meddling in market affairs, we’d be +15-20% by now. Some people believe that to be up another 20% after 23 and 24 is incredulous. Let me remind you that this has happened before and the price action…similar. I’ve often compared this AI fueled tech tape to...Read More

Good Day — Humans are goal oriented beings. This applies in the market all the time with the obsession to “retest” highs and lows. These are indiscernible notions, concocted by people with thin emotions. Nevertheless, they warrant attention when the unwashed, uncouth, mobs clamor for them.We bought the blood on Friday because the Trump threats...Read More