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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
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Portfolio Armor
2
1
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
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Portfolio Armor
1
1
Trade Alert: Recycling Gains
Into new trades in power, edge AI, psychedelics, and drones.
Jun 24
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Portfolio Armor
3
1
1
Trade Alert: Korea Contagion
Taking advantage of the pullback with three opportunistically priced options trades.
Jun 23
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Portfolio Armor
2
1
The Mossadegh Myth
The real history behind Iran apologists' favorite talking point.
Jun 22
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Portfolio Armor
5
2
1
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
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Portfolio Armor
2
5
1
What The Hawks Miss About The Iran Negotiations
A necessary end to a necessary war.
Jun 22
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Portfolio Armor
5
4
1
Exits, 6/18/2026
How we did on the trades we exited this week.
Jun 19
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Portfolio Armor
4
2
1
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
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Portfolio Armor
4
1
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
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Portfolio Armor
3
1
The Biology Won
The FDA blinks, giving Huntington’s patients hope—and uniQure shareholders a windfall.
Jun 17
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Portfolio Armor
3
4
Trade Alert: A Million People On Mars
The scale of the SpaceX bet.
Jun 16
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Portfolio Armor
4
1
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