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Belanger Trading

Josh Belanger

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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Substack
PricingOnly free issuesPublishesTwice weekly
Issues479Founded3 years agoLast Issue4 days ago
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Latest Issues

SpaceX Insiders DUMP Shares. BUY SIGNAL!

The selling in SpaceX did not wait for tomorrow.

This afternoon the stock traded $109, down 13%. The rest of the market barely moved.

Tomorrow morning up to 911.5 million insider shares get the right to trade. That is more stock than the...

4 days ago

The AI Trade Everyone Owns Just BLEW UP.

The AI trade shot its own power names today.

Vistra closed down more than 8%. The Nasdaq ripped 2.6% the same afternoon.

Yesterday Vistra was the story inside energy, up 5.2% while the oil names bled. Today the AI trade had a monster sess...

5 days ago

FAKE PEACE, REAL MINES. Today's Rally A Trap?

Monday, the market paid up for a war ending. Again.

The S&P up about a percent and a half. The Nasdaq closer to two. Oil down about five percent.

Sunday, Trump said he had called off a "massive attack" on Iran. His price for it: the "Imme...

6 days ago

Apple's Record Quarter Just Made It DEAD MONEY.

Apple plunged Friday.

Down $24.52 a share on a blockbuster quarter.

The reason for the selling: the Street can no longer figure Apple out. When that happens, watch out below.

Thursday night the print landed clean. Records in iPhone, Mac...

7 days ago

Dot-Com 2.0: This Is How Nvidia Dies

Monday's headline read like the biggest order in the history of the AI trade.

On paper… but the tape hit the stock 5% for it.

The report: Nvidia is in talks to backstop as much as $250 billion of debt.

That debt pays for a 10-gigawatt...

12 days ago

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  • Josh Belanger

    ex-Wall Street trader. Qtd. in WSJ, Bloomberg, & Reuters. Here's what I'm trading \ud83d\udc47

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