3 New Trade Ideas For You
Don Kaufman here. I had a great time on Schwab TV this morning breaking down what's really happening in this market. Everyone's asking: Is AI a bubble? Here's what I told them - we're in the latter innings, and it's all about rotation now. Google versus Nvidia. That's it. That's all that's really left driving…
Wednesday, November 26, 2025 - Tony's Pre Market Playbook
Grateful for the Grindby Tony Rago Plenty to be thankful for this morning, and the tape looks like it knows it too — expecting things to slow as the session rolls on, but we may get just enough early-day volatility to frame a few clean setups. Holiday sessions tend to thin out quickly, so the…
Tuesday, November 25, 2025 - TheoLIVE Market Masters
Short week or not, the market’s wide awake. Nvidia’s under pressure, Japan is still the gravitational center of global liquidity, and we’re hovering in that weird zone where momentum is negative but the tape wants to squeeze anyway. We’re basically sitting in the middle of a Thanksgiving-week volatility trap — don’t get comfortable.…
The 70% Rule That Just Saved Me From Thanksgiving Regret
I closed a trade at 62% profit yesterday when my target was 70%. Some traders would call that weak. I call it the smartest decision I made all week. Here's why: Oil bounced this morning. That extra 8% I was chasing? It evaporated. The trade that was printing money would've kept me up all night…
Why Nobody Bought Abercrombie at 7x Earnings
Abercrombie sat at $70 for three weeks straight. What a waste. The stock traded at less than 7x earnings. Earnings growth is accelerating. They’re literally printing money. And nobody wanted it…until earnings hit yesterday. The stock exploded 18% to $78, and, as I write this, cresting $87. Everyone's chasing it. This pattern reveals everything wrong…
Healthcare About to Have Its "AI Moment"
Gianni just called the next mega theme for 2026. Healthcare and biotech are setting up for the same explosive move we saw when AI stocks took off in 2023. His Trinity Terminal is lighting up with healthcare names hitting new highs while most traders are still focused on semiconductor drama. The data tells a clear…
Google Just Pulled Off the Greatest Market Cap Heist in History
Don Kaufman here. First things first - I'm going live at 2 PM Eastern today to break down exactly how to trade this insane volatility we're seeing. The market's gone completely schizophrenic, and if you're not positioned correctly, you're going to get run over. Join me in 15 minutes. Now, about Google gaining a trillion…
Tuesday, November 25, 2025 - Tony's Pre Market Playbook
Rally Holds Its Groundby Tony Rago A solid rally so far — almost 3% off Friday’s lows with ES holding above 6,700 through the overnight session. When price can stay perched above a round figure like that, it usually tells you buyers are at least willing to defend progress. From here, I’d like to…
$130M Gold Bet Signals Market Shift
Brandon just caught institutional money making their biggest precious metals bet in months. While everyone celebrates the S&P bouncing off its 50-day moving average, the real story is unfolding in gold. Today's market rally looks impressive on the surface with the S&P up 1.4%. Strip away Broadcom's 11% moonshot and you find something fascinating. Gold…
Tesla is a Better Semiconductor biz than Nvidia
Nvidia designs chips. Tesla makes them. Nvidia sells components. Tesla builds the entire AI stack. Nvidia captured the infrastructure phase. Tesla owns the application phase. Institutions bought 25,000 Tesla call contracts on Friday. Today, Tesla surged 6% while Nvidia crawled 1.8% higher. The Ghost Prints Surveillance Console caught the rotation before it happened. Here's how…