Monthly Archives: November 2025

Showing articles 11 - 12 (12 total)

04Nov2:48 pmEST

Tear Down the Jets, Tear Down the JETS

It sure feels like this is the one trading session in recent memory where we did not see an overnight/morning headline bonanza of Sam Altman/OpenAI/NVDA/Scott Bessent/Trump pumping up markets. Of course, we are now seeing a nice selloff today led by PLTR's earnings dump. Furthermore, there is a sense of complacency by many that since we are now...

03Nov2:33 pmEST

Let's Not Cry Over Spilled Gamma

This earnings theme of this week will be a slew of some of the hottest momentum/meme stocks both of this year and this decade, namely PLTR HIMS HOOD, even AMC, among many others like AMD TTD UPST.  And that seems appropriate at the moment, given what is known as the "dispersion" of this tape reaching a fever pitch. As my friend Jon Krinsky...

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