Today is a big one for the market.

Microsoft, Meta, and Google all report earnings after the bell, and the way these names react will help set the tone for what comes next.

But there’s one more name I’m...

Yesterday was one of the busiest days of earnings season so far, with 31 new reactions rolling in from the S&P 500, and somehow we’re not slowing down at all. 

If anything, the stakes are about to get even higher. 

After...

The Market was in Saquon Barkley mode since the march lows. 

We were able to catch...

Yesterday’s action wasn’t about fireworks or extreme dispersion across dozens of names. 

But underneath the surface, it told a very clean story about where capital wants to go… and just as importantly, where it doesn’t.

On one side, a...