As many of you know I’ve always liked to play both sides of the market. Some might say I used to thrive in downward spiraling tapes. It still greatly chagrins me for having missed the early tariff fires, causing me to be in a diminutive position for most of the year. There have been many...Read More

Good Day —No worries, we made 37bps for the session and overall the indices looked somewhat benign. But the pin action beneath the surface was anything but, following comments by Powell suggesting rate cuts for December are not a foregone conclusion.This had a deleterious effect on three segments of the market — all of whom...Read More

About midday CEO of NVDA came out with a sundry of statements, one of which was this. $NVDA CEO JENSEN SAYS $500B FIGURE FROM KEYNOTE WAS FOR FIVE QUARTERS— Wall St Engine (@wallstengine) October 28, 2025 On that news, all of the money got sucked out from the market and directly into shares of NVDA,...Read More

It was an easy session with very little in the way of volatility, netting +100bps for the session. After the close, AI semi manufacturer CLS crushed numbers.Celestica beats by $0.09, beats on revs; guides Q4 EPS above consensus, revs above consensus; guides FY26 EPS above consensus, revs above consensus  (301.82 5.20)Reports Q3 (Sep) earnings of $1.58 per...Read More

This is going to remain my main focus: de-bottlenecking. What are the largest obstacle for the AI datacenter build outs?Power, fiber, chips, natural gas, water.Futures are sharply higher following a US-China trade deal. Let’s have a killer week.Read More