Timely, deep market intelligence for US options traders and investors. What the smart money is watching — delivered straight to your inbox
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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storminvestor.substack.comLatest Issues
We Continue Picking Up the Broken Pieces: The Software Edition
Fortinet beat on every line and still fell 24% in a week. ServiceNow missed by 2 cents and lost a third of its value. One is now a deep discount. The other is a quality business at a fair price.
In The Most Dangerous 36 Hours of 2026, I sa...
We Start to Pick Up the Broken Pieces After the Storm: GOOGL, AMZN and INTC
Three stocks got hit last week after their numbers. One is trading below our intrinsic value, one is at fair value, and one is still expensive after a 28% crash.
Last Monday I wrote The Most Dangerous 36 Hours of 2026. The message was simp...
The Biggest AI IPO Ever Is Coming. Read This Before You Chase the Pop.
In May, Cerebras opened its first trading day at $350.
In May, Cerebras opened its first trading day at $350. The night before, it had priced at $185. Retail traders who bought at the open felt like geniuses for about a week.
The Most Dangerous 36 Hours of 2026, and Why I’m Sitting on My Hands
A Fed decision, $800 billion of AI spending guidance and a dozen double-digit implied moves, all stacked into two nights. Here’s how I’m handling it.
Two weeks ago, chips were the easiest trade in the market. Everyone was up. Everyone was...
The $25K Wall Is Gone and Options Now Trade Before the Bell: What Actually Changes for You
Two 25-year-old rules fell in the same year. One makes trading cheaper to start. The other makes it easier to get burned. Here’s how to tell the difference, especially if you trade US markets from Asi
For 25 years, two rules decided how sm...
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Stock Investor, Options Trader, Educator.
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