The Vet’s Tape
DarkHorseWe’re the discovery engine for serious traders. \ud83d\udd0d Fundamentals × Order Flow × Volatility‑Squeeze Breakout → Asymmetric edge. ⚖️ Full‑time trader since 2013.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 180 | Founded | 9 months ago | Last Issue | 7 days ago |
| Active | |||||
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bigtrendsonly.substack.comLatest Issues
Broadcom’s AI “Miss”: When Physics Collides With the AI Trade
Broadcom just reminded the market that even in an AI super‑cycle, physics still matters.
The company guided fiscal Q3 AI chip revenue to 16 billion dollars, more than 200 percent year‑over‑year growth and a level most semiconductor CEOs co...
Unusual Machines (UMAC): A Picks-and-Shovels Play on the U.S. Drone Supply Chain
Executive Summary
The oldest lesson in technology investing is that picks-and-shovels suppliers , not platform winners capture the most durable returns during a technology supercycle. During the Gold Rush, it was Levi Strauss and Wells...
Why UMAC is Setting Up for a Bigger Move.
Institutions, options, and the chart all point to a bigger move in this volatile drone stock after a 20% pullback
If you have been sleeping on UMAC, the easy part of the move may already be gone. The stock has ripped from a 52-week low of...
Reddit vs Meta: The Battle for the Internet’s Real Estate
Why Meta’s "Forum" clone validates the interest graph, and how a massive technical breakout is signaling an aggressive expansion phase for RDDT.
The Thesis
The NuScale Convergence Matrix: Why a Break Above $14 Triggers a Dual-Engine Short & Gamma Squeeze.
The Mechanics of Programmatic Inevitability: How SMR's Compressed Float and Extreme Gamma Skew Are Setting Up a Non-Discretionary Liquidation of the Bears.
Market participants frequently treat short squeezes and gamma squeezes as isolated...
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The writers behind this newsletter.
Spotting asymmetric breakout & momentum setups across markets using tape, dark-pool flow & institutional positioning since 2006. Deep dives into AI leadership and emerging Edge AI & Physical AI trends.
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