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 | 470 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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joshbelanger.substack.comLatest Issues
IBM's Doomsday AI Letter: Down 25%, Going Lower
IBM shares went into free fall yesterday, sinking more than 25%.
The worst single day in the company’s 115-year history, deeper than Black Monday 1987.
Roughly $67 billion in market value, gone in one session.
A stock does not lose a q...
How to Get SpaceX at It's IPO Price Today
SpaceX already had its blow-off.
It ran to an all-time high of $225 within days of going public, then handed every dollar of it back. By June 23 it had tagged $147, barely above where the deal priced.
The greedy money tried to rip it. The...
Did Korea Just Flash the AI Trade’s First Crash Warning?
Korea got smoked overnight.
SK Hynix sank. Samsung got whacked. The KOSPI cracked enough to trigger trading halts. And now the same AI-memory trade that made Micron the stock everyone had to own is suddenly showing its other side.
That is...
Micron Just Had Its Nvidia Moment. Now Comes the Dangerous Part.
Micron just became the AI stock everyone has to own.
Shares hit an all-time high today after a blockbuster earnings report last night that blew past Wall Street’s expectations.
Revenue crushed. Earnings crushed. Guidance crushed. The sto...
Hold The AI Winners, But Hedge Before the Fed.
Monday handed you a gift that might be overlooked.
The Nasdaq jumped about 3%. The AI names led it. Micron ripped roughly 11%, Marvell about 10%, Western Digital around 16%, AMD near 7% in the latest session.
If you own this stuff, your a...
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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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