We are in a familiar situation, aren’t we? America has been at war for as long as I can remember, always for a different reason and it always appears to be the worst war ever…until the next one. The most frustrating part about these incessant wars is our lack of agency as a people, seemingly...Read More

I have company over from NYC and Mrs. Fly booked us tickets to see Scream, so this will be brief. I have much to discuss and will do so this weekend, review the month — talk about optimization. We shed 59bps against the SPY -48bps, ended up positive for the month, crossed against both the...Read More

We have ourselves a retarded tape here, where NVDA trading 15x next year’s EPS drops 5.5% on stellar results, to make way for the alluring consumer staples trading at 35x earnings with zero growth or any hope of some. The pervasive malice of fear and/or HFT assisted rigged tape enjoys to see stocks trade down,...Read More

No surprise here. We were recently told by the hyperscalers that capex would be +40% in 2026. The only question with NVDA now is whether the bastard bears will force it lower tomorrow, presently +3% in the AHs.NVIDIA beats by $0.08, beats on revs; guides Q1 revs above consensus; Data Center revenue a record $62.3...Read More

We gained +107 bps today in a solid tape, crossed against SPY +73bps. After the close it was revealed cops did not, in fact, create their own body cam software using LLMs. Axon beats by $0.55, beats on revs; guides FY26 revs above consensus; provides FY28 outlook $AXON— The_Real_Fly (@The_Real_Fly) February 24, 2026 Reports Q4...Read More