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A weekly, data-driven trading playbook breaking down market trend scores, expected moves, and high-conviction stock catalysts.

Articles

Weekly Playbook

+2

Thursday's Credit Review: CFFN's Consolidation Tell

Oct 12, 2026

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4 min read

Thursday's Credit Review: CFFN's Consolidation Tell

CFFN · BVFL · SMBC · Wall Street advisory fees just rebounded to their highest levels since 2021.

Weekly Playbook

+2

A Clean BLA Resubmission Would Reset Abeona's Thesis

Oct 5, 2026

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4 min read

A Clean BLA Resubmission Would Reset Abeona's Thesis

ABEO · LFVN · KROS · Orbital analytics face a valuation test as sovereign data demand expands.

Weekly Playbook

+2

AI Contracts vs. CapEx Reality: Oracle's Earnings Tell

Sep 28, 2026

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4 min read

AI Contracts vs. CapEx Reality: Oracle's Earnings Tell

ORCL · ANDE · GTES · Autonomous forecasting replaces heavy stockpiles to free up working capital.

Weekly Playbook

+2

BEP's Tuesday Test: Asset Sales Could Unlock the AI Grid

Sep 21, 2026

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4 min read

BEP's Tuesday Test: Asset Sales Could Unlock the AI Grid

BEP · OSBC · WD · Data centers pull away from office real estate on soaring power demand.

Weekly Playbook

+2

Does KNCRF's Port Backlog Insulate It From Trade Crosswinds?

Sep 14, 2026

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4 min read

Does KNCRF's Port Backlog Insulate It From Trade Crosswinds?

KNCRF · CRI · CIG · Surging AI compute demand is redirecting IT budgets into physical hardware.

Weekly Playbook

+2

What If Thursday's Tariffs Test Industrial Backlogs?

Sep 8, 2026

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4 min read

What If Thursday's Tariffs Test Industrial Backlogs?

KNCRF · CRI · CIG · Surging AI compute spend triggers a physical infrastructure supercycle.

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Scouter Playbook

A weekly, data-driven trading playbook breaking down market trend scores, expected moves, and high-conviction stock catalysts.

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