Subscribe
Sign in
Home
Chat
Archive
Leaderboard
About
Latest
Top
Discussions
Trade Alert: AI Picks & Shovels
Four asymmetric bullish trades across AI connectivity, wireless infrastructure, automation, and synthetic biology.
21 hrs ago
•
Portfolio Armor
2
The AI Buildout is Accelerating
Fresh results from ASML and Aehr reinforce what Micron and Penguin Solutions told us.
22 hrs ago
•
Portfolio Armor
4
1
Trade Alert: Adjustment, 7/13/2026
Adjusting one of today's trades.
Jul 13
•
Portfolio Armor
2
2
Trade Alert: Tools Of The Trade
Bullish options bets on three picks-and-shovels names: synthetic DNA, life-science instruments, and AI chip packaging inspection.
Jul 13
•
Portfolio Armor
2
4
War and Memory
Trading the week that was.
Jul 12
•
Portfolio Armor
4
1
Exits, 7/10/2026
How we did on the trades we exited this week.
Jul 11
•
Portfolio Armor
3
1
1
Trade Alert: Hands Up
Humanoid dexterity meets our screens. Plus, two more bullish bets on the AI-hardware supply chain.
Jul 10
•
Portfolio Armor
1
1
1
Top Names, 7/9/2026
A brief market comment, followed by a Top Names performance update, and this week's Top Ten Names.
Jul 10
•
Portfolio Armor
3
2
1
Trade Alert: Adjustments, 7/9/2026
Adjusting today's trades.
Jul 9
•
Portfolio Armor
1
2
Trade Alert: Three Swings At The AI Stack
Bullish options bets on three layers of the AI stack, spanning market caps from micro to large.
Jul 9
•
Portfolio Armor
2
1
1
More Evidence The AI Boom Has Legs
AI infrastructure company Penguin Solutions' blockbuster quarter, and new memory pricing data.
Jul 9
•
Portfolio Armor
2
1
Trade Alert: AI Infrastructure And Open RAN
Bullish options bets on two names that pass our tighter technical screens to avoid falling knives.
Jul 8
•
Portfolio Armor
2
2
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
