Spotting overlooked public market opportunities through independent research on businesses, institutional flow, market structure, and trends before they get crowded.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
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bigtrendsonly.substack.comLatest Issues
The Memory Trade Is Over: Why There Is No “Buy the Dip”
Technical anatomy of a cyclical top in SNDK and MU and why the regime has flipped from dip-buying to aggressive distribution.
For the better part of 2026, memory was the undisputed darling of the artificial intelligence infrastructure trad...
SOFI Multi-Month Range Breakdown
Critical support cracks as price tests the lower envelope and May base levels.
This daily chart of SoFi Technologies (SOFI) shows a clear breakdown below a multi-month consolidation range, signaling heightened selling pressure. The stock t...
The 3,000-Mile Detour: Why the Tanker Super-Cycle Won’t Die
Shipping cycles end when new tonnage arrives and shipyards cannot deliver until 2028.
Shipyards across Asia are booked solid until 2028, a quarter of the global fleet is rusting past retirement age, and day-rates are generating enough cash...
The Apple–ADT Rumor: An Asymmetric Trade or Just Noise?
A small-cap security installer partnering with a consumer tech giant creates a classic fundamental divergence.
Heading into Apple’s October 13 product showcase, trading desks and tech watchers are dissecting the same operational clue: ADT...
The Amazon Blind Spot: What Wall Street’s Models Are Completely Missing
A Sum-of-the-Parts breakdown reveals a hidden $3.5T valuation floor, while a daily volatility squeeze unlocks an asymmetric breakout toward $294
In the public markets, price is what you pay, but narrative is what you buy.
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20 Years on the Trading Desk | Swing Trading • Trend Following • Bottom Fishing Sharing battle-tested setups, market insights, and high-probability opportunities built through two decades of real-world trading experience.
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