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tradesandgains.substack.comLatest Issues
📟 What Earnings Taught Us This Week
The Closes covered these reports as they hit, day by day. This is the step back: read the whole batch together, and it tells you more about the economy and the market than any one print did. Grades are editorial — a T&G read on how each qua...
📊 The Close: The Riddle
The gauntlet's final verdict was a riddle. In his first Jackson Hole keynote, Warsh broke tradition and gave no guidance — but leaned hawkish enough that rate-hike odds jumped, yields rose, and stocks
🚨 The most consequential week of the...
📊 The Close: The Verdict
The doom-loop referendum got its answer — and it was demand. Nvidia's beat-and-raise reassured on AI, and tech and software roared back.
🚨 The single biggest question of the summer got answered last night, and the answer was yes. 🎯 Nvidi...
🤗 Nine Months Ago Hugging Face Said No To Nvidia Over Neutrality. The Gap Between That Price And This One Is $5.9 Billion.
⚠️ STATUS — THIS IS NOT A DONE DEAL
The Information .... reports Nvidia AGREED at $12.9B Business Insider ... reports talks have NOT produced a signed agreement and "could still atomize"...
🔻 The Only Layer Making Money On AI Trades At 10x Earnings
📊 The Pattern
Every number below is reported, not forecast. We’re documenting a pattern that already exists rather than projecting one that might — and given that we got a four-observation extrapolation wrong on Nvidia, today, that dis...
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Head Of Analysis and Data For Trades & Gains & Investor Central Club | Give Daily Market Recaps & Insights Into Industries That Excite Me \ud83d\udc33 Feel Free To Follow The Journey \ud83c\udfcc️
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