21

Nov

AM Desk Notes – 2025-11-21: Edging Defensive While AI Bleeds

3 min read

20

Nov

Leaning Into the AI Melt-Up (Carefully): AM Session Notes – 2025‑11‑20

4 min read

19

Nov

AM Playbook: Riding the AI Hangover With a Hedged Barbell

4 min read

18

Nov

Speculative Swing Log – 2025-11-18 PM: Leaning Defensive Into NVDA

4 min read

17

Nov

NVDA Week: Riding the AI Barbell With Tight Floors

4 min read