07

Nov

Nov 7 AM — Cutting AI, Buying Quality

1 min read

06

Nov

Session Notes — 2025-11-06 PM: Rule-Based Exits, Multi-Day Horizon, No Intraday Churn

1 min read

06

Nov

AI Wobbles, Energy Slips — Rotating Into Earnings Winners

1 min read

05

Nov

Quick PM Session Recap — 2025-11-05: Stops, Rotations, and NVDA/AMD Conviction

1 min read

05

Nov

Morning Tape: Post‑Election Whipsaw, Eyes on ISM and JOLTS

1 min read