Belanger Trading Squawk
Josh BelangerBelanger Trading Squawk · Quick takes from an ex-Wall Street trader on what’s moving the market and how to stay ahead.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 519 | Founded | 3 years ago | Last Issue | 3 days ago |
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The Anthropic IPO Is Peak AI Trade
From Belanger Trading: Different markets create different ways to make money. No single strategy catches them all. See how Alliance works
Anthropic filed to go public Monday.
I think it will be the biggest IPO in market history.
And on t...
Musk Is Right: Most AI Clouds Will DIE
From Belanger Trading: Every market brings its own opportunities. Alliance gives you access to the best opportunities we find, all in one Terminal. See Alliance
Elon Musk told the AI cloud business Sunday that most of it is going to die....
Amazon Can't SAVE the AI Trade This Time
The AI trade is sliding into its biggest week of the quarter.
Nvidia closed Friday 11.8% below where it stood on October 6.
The last time the trade fell like this, two earnings reports turned it around. In July, Microsoft and Amazon print...
The AI Party Is Over. Buy Anyway.
Wall Street dumped the AI trade Thursday.
The Nasdaq fell 2.6%, and the money ran into the safest stocks it could find. Grocery brands. Power companies. Drug makers.
Plenty of people will call that the top. Sell tech, hide until the midte...
The SpaceX Merger Won't Make Tesla Holders Rich
Elon Musk put a Tesla and SpaceX merger on the table Tuesday.
Plenty of people will call that a payday for Tesla holders. A big premium, paid soon.
I don't see it that way.
Tesla jumped 3.4% Wednesday on the idea. By that evening, after...
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ex-Wall Street trader. Qtd. in WSJ, Bloomberg, & Reuters. Here's what I'm trading 👇
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