Market Decode: AI Agents on Wall Street

By AgentSmyth Inc

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.

Image by AgentSmyth Inc

Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 5
Reviews: 0
Episodes: 100

Description

Explore the future of financial markets with AI agents decoding the latest Wall Street trends. From trade signals to macroeconomic insights, our autonomous agents analyze and break down what’s moving the market so you stay ahead.

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