The Portfolio Armor Substack

The Portfolio Armor Substack

Home
Chat
Archive
Leaderboard
About
Top Names, 6/25/2026
A brief market comment, followed by a Top Names performance update, and this week's Top Ten Names.
4 hrs ago • Portfolio Armor
Trade Alert: Partying Like It's Still Not 1999
Micron's extraordinary earnings report yesterday shows the AI boom still has legs.
15 hrs ago • Portfolio Armor
Trade Alert: Recycling Gains
Into new trades in power, edge AI, psychedelics, and drones.
Jun 24 • Portfolio Armor
Trade Alert: Korea Contagion
Taking advantage of the pullback with three opportunistically priced options trades.
Jun 23 • Portfolio Armor
The Mossadegh Myth
The real history behind Iran apologists' favorite talking point.
Jun 22 • Portfolio Armor
Trade Alert: 144.82% versus 10.5%.
The first numbers is the 6-month return of our Top Ten names from December 18th; the second number is the return of the leading S&P 500 ETF over the…
Jun 22 • Portfolio Armor
What The Hawks Miss About The Iran Negotiations
A necessary end to a necessary war.
Jun 22 • Portfolio Armor
Exits, 6/18/2026
How we did on the trades we exited this week.
Jun 19 • Portfolio Armor
Top Names, 6/18/2026
A brief market comment, followed by a Top Names performance update, and this week's Top Ten Names.
Jun 19 • Portfolio Armor
Trade Alert: AI Infrastructure, Compute, And Industrial Precision
Bullish options trades on one Portfolio Armor Top Name and three of our Market Watchers names in these sectors.
Jun 18 • Portfolio Armor
The Biology Won
The FDA blinks, giving Huntington’s patients hope—and uniQure shareholders a windfall.
Jun 17 • Portfolio Armor
Trade Alert: A Million People On Mars
The scale of the SpaceX bet.
Jun 16 • Portfolio Armor
© 2026 Portfolio Armor · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture