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Recent
- Pulse 2026-08-27A Catalyst for the Next LegFive prints landed Wednesday evening: Nvidia guided fiscal 2028 to roughly 70% revenue growth, supply-constrained rather than demand-limited, with data center revenue up 18% sequentially on strength f
- Pulse 2026-08-26The Long Bond Argues BackTLT closed Tuesday at 83.47, up 1.10% and the highest close of August, five sessions after holding its 81.17 year low on an intraday touch of the chart's marked support. The fund still sits below its
- Pulse 2026-08-25Decision Time for the Semi ComplexAll four US semiconductor ETFs closed Monday back on the rising trendline drawn from their April lows: XSD 481.60 (−3.34%), SOXX 506.18 (−2.67%), SMH 546.80 (−2.43%), SMHX 53.77 (−2.92%). SOXX pierced
- Pulse 2026-08-24Three Ladders: Gold, Crypto, MaterialsThe hard-asset rotation is now three separate trades at three separate stages, and each one is a ladder rather than a single ticker. Gold is the mature leg — the metal +14.0% on the month with the min
- Weekly Signal 2026-08-23The Axis Turned
- Pulse 2026-08-22Lighter Into the Print, and a Year More Time on NVDAThe whole week's activity went through in one session and the weekend before it. AI Build-Out swapped two lines for two others at Friday's closes — SHECY and MU out, Q and SKHY in, 30,560 dollars out
- Pulse 2026-08-21Narrow tape: Rubin bleeds as HALO and Energy hold monthly gainsYesterday's US session closed with broad losses across all major indices — SPY −0.84%, DIA −1.27%, IWM −1.34%, QQQ −0.72% — while the vol complex spiked sharply: VIX rose +7.52% to 16.01, VXN climbed
- Pulse 2026-08-21The Voting Machine and the Weighing MachineVGK holds its four-year channel and consolidates above the 88.9 breakout — while Paris has closed red seven sessions running, Madrid seven, and the currency-hedged wrapper is −2.17% on the week. Dolla
- Pulse 2026-08-20Both Counts Have RoomEurope soft, futures flat, the 10-year easing to 4.653% — and bitcoin at 71,970, at its high, after taking out 70,000 overnight. Both hard assets are pricing yesterday's Treasury buyback doubling: bil
- Pulse 2026-08-19Instruments for the Bond VerdictThe day after Korea's sidecar night, the morning is calm: Europe flat, US futures flat, the 10-year easing to 4.706%, the yen firming to 159.05, Brent up a fifth straight day. Yesterday's break was eq
- Pulse 2026-08-18Four Charts, One Overhead LineSemiconductors closed Monday at their first major overhead levels on all four core charts at once — SOXX, SMH, XSD and DRAM — after months of trend, even as the yen broke through its 159.5 wire and Tr
- Pulse 2026-08-17The AI Order Book, Read From TaiwanEvery AI-capex position rides on one question: are the orders still flowing? Taiwan answers it monthly, by law — every listed supplier files audited operating revenue by the 10th. As of today the diar
- Weekly Signal 2026-08-16Three Markets Are Carrying the World
- Pulse 2026-08-15Everything Got More Time, Except the One That Didn'tThe options books did one thing this week and did it four times: they bought more time. Two January 2027 short puts were rolled out to June 2027 at a net credit — NBIS up a strike to 160, PLTR flat at
- Pulse 2026-08-14One Week, Three Indices, Opened to the Sector Level — Where the Rotation Actually HappenedThe week's real story is one level below the index prints. Agentic Ecosystem gained about 12% on the week, Agentic Winners 7.6%, Rubin Build-Out 5.5% — and inside each, the same sorting: systems, memo