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Trade Alert: Late Earnings Bet
Rolling the dice on SpaceX.
12 hrs ago
•
Portfolio Armor
3
Trade Alert: Buying Powell’s Earnings Drop
A short-term recovery trade on an electrical-infrastructure supplier, plus two biotech catalyst bets.
19 hrs ago
•
Portfolio Armor
3
Trade Alert: Selloffs Improve Two Setups
Doubling down on an asymmetric biotech binary, and re-entering a previous winner.
Aug 3
•
Portfolio Armor
3
4
July 2026
Exits, 7/31/2026
How we did on the trades we exited this week.
Jul 31
•
Portfolio Armor
5
1
Trade Alert: Paying More For Stronger Evidence
A second swing at an AI bottleneck, plus a photonics reentry.
Jul 31
•
Portfolio Armor
3
1
Top Names, 7/30/2026
A brief market comment, followed by a Top Names performance update, and this week's Top Ten Names.
Jul 31
•
Portfolio Armor
4
1
Surviving The Momentum Massacre
How to own the AI stack without getting blown up.
Jul 31
•
Portfolio Armor
4
1
Trade Alert: Adjustment, 7/30/2026
Adjusting our earlier AI bottleneck trade.
Jul 30
•
Portfolio Armor
2
3
Trade Alert: Before The Recovery Signal
A short-term earnings trade on an AI bottleneck that's already delivered two winners for us.
Jul 30
•
Portfolio Armor
5
3
Trump Should Buy The KOSPI Crash
The right deal would exchange U.S. capital for American capacity, and give taxpayers the upside.
Jul 30
•
Portfolio Armor
6
1
Trade Alert: A Biotech Binary And An Earnings Short
A bullish Phase 3 bet and a bearish earnings trade in an AI market leader.
Jul 29
•
Portfolio Armor
5
3
1
The AI Buildout Is on Track. The Recovery Isn't.
Record results across power, testing, storage, and memory strengthen the demand case. Our recovery screens will tell us when the tape is ready.
Jul 29
•
Portfolio Armor
7
1
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