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Mike | Market Behavior & Edge

Trading without illusions. Market analysis, entry logic, discipline. Sharing my journey with 9+ years of experience. Simple ideas → consistent execution.

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Substack
PricingOnly free issuesPublishesDaily
Issues67Foundeda year agoLast Issue9 days ago
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Latest Issues

Quantinuum IPO: The Quantum Leap You've Been Waiting For — But Can You Afford the Valuation?

  1. What Is Quantinuum — And Why Does It Matter?

  2. Pre-IPO Financials — The Reality Check

  3. Competitive Landscape

  4. Growth Potential — The Case For and Against

  5. Polymarket — What Prediction Markets Say

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9 days ago
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The Backbone of SpaceX, Stealth Jets, and Missile Programs Just Went Public — Here's What You Need to Know About AADX

  1. Company Overview & Business Classification

  2. Financial Data — Pre-IPO Snapshot & Trend Analysis

  3. Competitive Landscape

  4. Growth Potential, Key Risks & The Bull Case

1. Company Overview & Business Classification

Appl...

10 days ago
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The Dirty Secret of Follow-On Offerings: Why the "Dilution" Everyone Fears Is Actually a Buy Signal

Every trader has seen it. A stock you’ve been watching is up 40% over three months, momentum is building, the chart looks clean — and then the headline drops at 4:15 PM:

“Company FPS Announces Public Offering of Common Stock.”

The stock...

10 days ago

Dell Just Broke Wall Street's Calculator

  1. Company Overview — Who Is Dell in 2026?

  2. The Numbers — A Quarter That Didn’t Need Spin

  3. Dell vs. Competitors — The Scoreboard

  4. The Investment Case — Growth Levers, Risks, and the “Buy Now” Question

  5. Analyst Targets an...

15 days ago
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The Man Who Shorted the World: Inside the Mind of Michael Burry

  1. Who Is Michael Burry? The Unlikely Origin Story

  2. The Residency That Built a Trader

  3. Scion Capital — The Fund That Changed Everything

  4. Who Compares to Michael Burry?

  5. Why You Should Be Watching Michael Burry Right Now...

17 days ago
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  • Mike | Market Behavior & Edge

    10 years trading stocks. I've seen the mistakes most traders make — and I write honestly about what works and what doesn't.

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