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Exits, 3/13/2026
Trading through Epic Fury: How we did on the trades we exited this week.
Mar 13
•
Portfolio Armor
2
1
Trade Alert: Data Storage and Power Electronics
Bullish options bets on two of our current top names that fit our core themes.
Mar 13
•
Portfolio Armor
1
2
1
Top Names, 3/12/2026
A brief market comment, followed by a Top Names performance update, and this week's Top Ten Names.
Mar 13
•
Portfolio Armor
3
1
Trade Alert: Looking Past The War
Why we haven't mentioned the war since Monday, and why we're still adding bullish exposure here.
Mar 12
•
Portfolio Armor
1
1
Trade Alert: Crypto + AI
A bullish options bet an an Ethereum treasury company with a majority stake in an AI/HPC business.
Mar 11
•
Portfolio Armor
2
1
Trade Alert: Top Names
Bullish options bets on two of our current Top Names that are tied to our core themes.
Mar 10
•
Portfolio Armor
2
2
Trade Alert: Fading The Oil Panic
Prices will come down sooner rather than later—either through resolution of current war, or via demand destruction.
Mar 9
•
Portfolio Armor
2
1
Exits, 3/6/2026
Trading through Epic Fury: How we did on the trades we exited this week.
Mar 6
•
Portfolio Armor
2
1
Trading Through Epic Fury
How we’re navigating volatility during the Iran war.
Mar 6
•
Portfolio Armor
3
1
Top Names, 3/5/2026
A brief market comment, followed by a Top Names performance update, and this week's Top Ten Names.
Mar 6
•
Portfolio Armor
3
1
Trade Alert: Pullbacks, Platforms, and the Next Layer of AI
Bullish options bets on three names passing our tighter-entry screens for volatile markets.
Mar 5
•
Portfolio Armor
2
1
Trade Alert: Through A Violent Tape
Bullish options bets on two of Monday night's Portfolio Armor Top Ten Names and one of our Multibaggers names.
Mar 3
•
Portfolio Armor
3
1
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