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| Episode | Date |
|---|---|
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Are Refiners the New Semis, or Is This Rally Due to Break? - September 18, 2026
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Sep 18, 2026 |
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Software Beat Semis, but the Second Seller Never Arrived: NOW Is the Flow-Backed Exception - September 17, 2026
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Sep 17, 2026 |
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AgentSmyth Assesses a New AI Model Built by the Co-Creator of ChatGPT - September 16, 2026
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Sep 16, 2026 |
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Bankruptcies Are Graying. The Hidden Trade Is Pawn Liquidity, Not Discount Retail - September 15, 2026
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Sep 15, 2026 |
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AI Labs Asked to Slow Down. Our Agents Found the First Crack in Nvidia’s Capital Cycle - September 14, 2026
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Sep 14, 2026 |
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Copper Miners Drew the Big Money. The Hidden Signal Was Upstream - September 11, 2026
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Sep 11, 2026 |
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PVH’s Margin Jump Came With a Customs Receipt. The Better Trade Waits for Its Price - September 10, 2026
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Sep 10, 2026 |
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Oracle Booked the AI Demand. The Mispricing Is in Conversion - September 9, 2026
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Sep 09, 2026 |
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Japan Looks Like the Crisis. The Cleaner Mispricing Is Yen Upside - September 8, 2026
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Sep 08, 2026 |
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We Backtested the Trump Bump. Then We Built the Next Trade - September 4, 2026
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Sep 04, 2026 |
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We Called the Brazil Rerating. EWZ Ripped. Here Is What Comes Next - September 3, 2026
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Sep 03, 2026 |
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Seven Earnings. One Trade Actually Makes Sense. - September 2, 2026
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Sep 02, 2026 |
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Cheap Vol. Crowded Bears. Missing Buyers: AgentSmyth’s Labor Day Analysis - September 1, 2026
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Sep 01, 2026 |
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The Commodity Charts Are Screaming. Smart Money Is Buying the Farm. AgentSmyth has the trade. - August 31, 2026
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Aug 31, 2026 |
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Is NVIDIA Financing Its Own Demand? We Asked AgentSmyth to Steelman Michael Burry - August 28, 2026
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Aug 28, 2026 |
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$PURR(fect) Storm: When a Public Stock Tried to Bottle a Crypto Cult - AgentSmyth Deep Dive Report - August 27, 2026
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Aug 27, 2026 |
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Falcon at the Trapdoor: CRWD’s Earnings Setup Has Good Wings—and a Very Expensive Perch - August 26, 2026
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Aug 26, 2026 |
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Beds, Bracelets & Barbed Wire: AgentSmyth breaks down the bull case for private prisons - August 25, 2026
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Aug 25, 2026 |
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The Ghost in the Router: Google’s Mystery Model and the AI Tape’s Next Infection - August 24, 2026
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Aug 24, 2026 |
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AgentSmyth Answers: What To Trade When The Moat Melts Faster Than Commodity - August 21, 2026
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Aug 21, 2026 |
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Cloud on Fire, Margins on Ice: AgentSmyth found the gap in Alibaba’s rerating - August 20, 2026
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Aug 20, 2026 |
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Korean leverage has left the building: AgentSmyth makes a case for violent vs controlled sell off - August 19, 2026
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Aug 19, 2026 |
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Tractors, Toolboxes, and Trouble: The Earnings Shorts Worth Owning - August 17, 2026
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Aug 18, 2026 |
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What Scott Rubner Is Missing: Citadel’s checklist explains the fuel, not the firebreak - August 17, 2026
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Aug 17, 2026 |
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PLTR’s post-earnings rally stalled. AgentSmyth found the conditional short - August 13, 2026
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Aug 13, 2026 |
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Anatomy of finding a multibagger on AgentSmyth: Our CEO’s prompt found the signal that matters - August 12, 2026
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Aug 12, 2026 |
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Our ”It’s a very Chinese time for LLMs” KWEB call is up 3x. What happens now? (Part 3) - August 11, 2026
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Aug 11, 2026 |
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A Seoul rumor mill sank SK Hynix. We fed the original Korean text to AgentSmyth, here’s the semis trade - August 10, 2026
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Aug 11, 2026 |
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Our agents found a 400% earnings trade. Here is the earnings-scanning prompt behind it. - August 7, 2026
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Aug 07, 2026 |
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Our agents found hidden clues inside the CAT earnings call that give us the next AI bottleneck trade - August 6, 2026
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Aug 06, 2026 |
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Hormuz diplomacy cut oil risk while missile funding accelerated. Our agents found NOC is the cleanest gap - August 5, 2026
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Aug 05, 2026 |
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GLP-1 Is Moving From Drug Efficacy to Channel Economics. Our Agents Screened LLY and MCK for August 5 Earnings and Found MCK the Cleaner Long - August 4, 2026
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Aug 04, 2026 |
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Situational Awareness sold into SNDK’s 48% drawdown while Amazon accelerated AI infrastructure. Our agents found a defined-risk rebound into earnings. - August 3, 2026
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Aug 03, 2026 |
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Figma’s calls are an earnings wager, not a squeeze. Our agents found the cleaner FIG trade ends before the print - July 31, 2026
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Jul 31, 2026 |
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Korea’s leveraged AI unwind met Meta’s spending reset. Our agents found NVDA positioned for a defined-risk rebound. - July 30, 2026
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Jul 30, 2026 |
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Scarce Compute, Available for Rent: The ORCL Contradiction - July 29, 2026
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Jul 29, 2026 |
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Morgan Stanley called a Q4 memory peak. Our agents found SNDK pricing it in July - July 28, 2026
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Jul 28, 2026 |
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Meta needs $14.3 billion of new power infrastructure. Our agents found Entergy shifting part of the cost back to the hyperscaler. - July 27, 2026
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Jul 27, 2026 |
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An update to AgentSmyth’s ”It’s a very Chinese time for LLMs” call - July 23, 2026
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Jul 24, 2026 |
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Brazil absorbed the tariff. Our agents found EWZ still diversifies QQQ concentration - July 24, 2026
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Jul 24, 2026 |
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OpenAI Exposed the Security Gap in Hugging Face. Our Agents Found PANW Built to Fill It - July 22, 2026
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Jul 22, 2026 |
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Our Agents Flagged Repeated Buying at MRVL’s $200 Strike - July 21, 2026
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Jul 21, 2026 |
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When does the sell off end? - July 20, 2026
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Jul 20, 2026 |
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BE at $206.73: Our Agents Flagged $36.9 Million in Call Buying Into the Selloff - July 17, 2026
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Jul 17, 2026 |
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Our KWEB Call Hit 63.4%. The China LLM Thesis Still Has Room - July 16, 2026
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Jul 16, 2026 |
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The Greatest Opportunity in the World Is Not in America. It Is in Brazil. - July 15, 2026
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Jul 15, 2026 |
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The Hormuz Call Worked. Agents Double Down on the Feedstock Shock. - July 14, 2026
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Jul 14, 2026 |
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Wall Street Is Asleep on First Horizon Into the Busiest Bank Week of the Year - July 13, 2026
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Jul 13, 2026 |
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AI 2040 Mapped Five Futures. ASML Wins in Four - July 10, 2026
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Jul 10, 2026 |
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The Hormuz Trade Hiding Behind Crude: Agents Find Opportunity In Feedstock Scarcity - July 9, 2026
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Jul 09, 2026 |
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Grandpa’s Memory Hack Might Be the Next AI Trade - July 8, 2026
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Jul 08, 2026 |
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What Does Leopold Know? The $28B Debut the Options Market Is Hedging, Not Chasing - July 7, 2026
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Jul 07, 2026 |
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Sovereign AI: The Crowd Watched Karp. The Tape Bought IBM. - July 6, 2026
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Jul 06, 2026 |
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Fireworks Before the Fireworks: The Red, White, and Mispriced Trades For Your Long Weekend - July 2, 2026
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Jul 02, 2026 |
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Short 8.46B of chips, long the landlord that rents them out - June 30, 2026
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Jul 01, 2026 |
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What If Cheap AI Is the China Internet Catalyst? Our CEO’s Agentic Trade Maps the Bet. - June 30, 2026
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Jun 30, 2026 |
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Hidden in OpenAI’s Sol launch was Cerebras. The low-latency inference regime just went live. - June 29, 2026
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Jun 29, 2026 |
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OpenAI’s Bankers Delayed the IPO to 2027. Our Agents Mapped Who Still Gets Paid - June 26, 2026
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Jun 26, 2026 |
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Agents decode the second order winners of the $29B SKHynix US Listing. - June 25, 2026
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Jun 25, 2026 |
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Our Agents Broke Down the Trade Behind the Pullback From Tokenmaxxing - June 24, 2026
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Jun 24, 2026 |
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Every Day, Our CEO Makes the Leveraged ETF Tape Confess. - June 23, 2026
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Jun 23, 2026 |
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This Week’s Asymmetries Are In The Plumbing: Power, Liquidity, And Rate Convexity - June 22, 2026
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Jun 22, 2026 |
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It’s a very Chinese time for LLMs - June 18, 2026
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Jun 18, 2026 |
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SPCX’s Tape Says Squeeze. Whale Positioning Says the Handoff Has Already Started. - June 17, 2026
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Jun 17, 2026 |
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Spot Priced the Peace Dividend. The July Surface Priced a Fragile Truce. - June 16, 2026
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Jun 16, 2026 |
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Wall Street Bought the Buildout and Skipped the Insurance - June 15, 2026
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Jun 15, 2026 |
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Copper’s Deficit Is Priced. Who Captures It Is Not. - June 12, 2026
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Jun 12, 2026 |
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The Bond Market Removed Every 2026 Cut. Equity Duration Never Got the Memo. - June 11, 2026
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Jun 11, 2026 |
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We Fed All 319 Pages of the Fable 5 System Card to the Agents. The Trade Isn’t Where the Headlines Are. - June 10, 2026
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Jun 10, 2026 |
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The Second-Order SpaceX Trade No One Is Pricing: When the IPO Caps the Comps - June 9, 2026
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Jun 09, 2026 |
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The Market Calls AI Ownership Theater. The Federal-Capital Playbook Already Names Intel and Oracle. - June 8, 2026
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Jun 08, 2026 |
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The PDT Rule Is Gone. The Trade Isn’t Just Robinhood. - June 5, 2026
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Jun 05, 2026 |
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The Reinsurance Reset: Priced for the Miss, Not the Margin Bridge - June 4, 2026
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Jun 04, 2026 |
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Korea’s Memory Melt-Up: Own the Engine, Fade the Proxy - June 3, 2026
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Jun 03, 2026 |
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The SaaS Apocalypse Was the Mispricing. The Four-Name Basket Returned 44.3%. - June 2, 2026
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Jun 02, 2026 |
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Betting on Take-Two: Agents Discover the GTA 6 Signal Hiding in Plain Sight - June 1, 2026
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Jun 01, 2026 |
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XRT’s Call Flow Points at the Retail Earnings Wave. Three Names Have Clean Setups. VSCO Leads. - May 29, 2026
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May 29, 2026 |
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The SpaceX IPO Trade Isn’t TSLA. It’s the $17B Spectrum Deal Hiding on EchoStar’s Balance Sheet. - May 28, 2026
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May 28, 2026 |
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The Freight Cycle Turned. The Tape Is Still Watching Tariffs. - May 27, 2026
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May 27, 2026 |
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This Week’s Asymmetric Setups: Short Interest Piques Interest, Iran Close to Ignition - May 26, 2026
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May 26, 2026 |
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Juiced Games, Clean Trade: The Peptide Mainstreaming Play Isn’t Where You Think - May 22, 2026
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May 22, 2026 |
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June 12: The Pharma Onshoring Deadline Nobody’s Trading. - May 21, 2026
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May 21, 2026 |
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44% of Global Sulphur Is Stranded Behind Hormuz. The Fertilizer Math Just Broke. - May 20, 2026
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May 20, 2026 |
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Our Agents Did A Reality Gap Scan for Mispricing. Five Names Cleared the Cut. - May 19, 2026
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May 19, 2026 |
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We Scanned the Week for Asymmetry. It Lives in Consumer Credit. - May 18, 2026
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May 18, 2026 |
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Sulphur Got Stranded. Copper Didn’t Notice. Fertilizer Will. - May 15, 2026
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May 15, 2026 |
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The Market Decided Software Beats Don’t Matter Anymore — These Five Say Otherwise - May 14, 2026
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May 14, 2026 |
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Aschenbrenner’s Next Move: What Situational Awareness’s Friday 13F Will Reveal About the AGI Bottleneck Trade - May 13, 2026
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May 13, 2026 |
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The Trade Isn’t Oil. It’s Pipes, Power, and the Stuff Nobody Crowded Into. - May 11, 2026
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May 12, 2026 |
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NACHO: No Chance Hormuz Opens. The Mispricing Lives in the Middle of the Curve. - May 12, 2026
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May 12, 2026 |
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$NOK: GPUs Got the Glory, Nokia Got the Pipes (Bonus: AgentSmyth Named to CB Insights AI 100) - May 8, 2026
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May 08, 2026 |
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Fidelity’s Data Layer Just Got Anthropic as an AI Client. The Market Hasn’t Noticed. - May 7, 2026
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May 07, 2026 |
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Hershey Kisses $183: Sweet Setup or Bitter De-Rating? - May 6, 2026
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May 06, 2026 |
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Spirit Airlines Is Dead: Who Captures 810K Weekly Seats and a 23% Fare Premium - May 5, 2026
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May 05, 2026 |
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Asymmetric Setups This Week: Hormuz Duration, AI Memory Squeeze, and Oversold Defense Into a Dense Catalyst Stack - May 4, 2026
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May 04, 2026 |
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Evan Spiegel’s Turnaround Is Working. The Market Just Hasn’t Caught Up Yet. - May 1, 2026
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May 01, 2026 |
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Schedule III Is Not Legalization. But Agent O Spots a $28M Bet that It Doesn’t Matter. - April 30, 2026
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Apr 30, 2026 |
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Monopoly Multiples or Grounded in Reality? Dissecting Citron’s $AAOI’s Short - April 29, 2026
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Apr 29, 2026 |
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Man In the Arena: Bill McDermott and the Bull Case for ServiceNow - April 28, 2026
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Apr 28, 2026 |
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Asymmetric Setups This Week: Defense, Semis, Hyperscalers, and the IWM Put Spread - April 27, 2026
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Apr 27, 2026 |