Belanger Trading
Josh BelangerFrom the Trade Desk is Belanger Trading’s daily market commentary on what matters on Wall Street right now, and why we’re watching it.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 482 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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joshbelanger.substack.comLatest Issues
The AI Trade Just DESTROYED Its Best Chip Stock
They took the AI memory trade out back Monday.
All because the AI King decided to squeeze its biggest customers over the weekend.
Bloomberg reported it. Nvidia is taking AI server prices up more than 15% early next year.
And the part Nvi...
How a CEO Turned an AI Blowout Into a Crash
Cisco got destroyed today.
Shares closed deep in the red, down 8%, the morning after the best quarter and the best year Cisco has ever reported.
The night before was even uglier.
When the report hit just after the close, shares spiked as...
This Is How BAG HOLDERS Get Destroyed.
Every crushed stock finds its crowd.
They buy the dip. The stock keeps falling, so they buy more, and they tell each other the bounce is coming. The market has a name for these people. Bag holders.
Friday, the market minted a fresh batch....
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...
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...
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ex-Wall Street trader. Qtd. in WSJ, Bloomberg, & Reuters. Here's what I'm trading \ud83d\udc47
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