Research Archive
Weekly Reports
Personal market notes, trade updates, and macro observations — 13 reports filed
Apex Weekly Playbook — Tariff Truce Rally Meets CPI Tuesday | May 11, 2026
Semis gap up massively on a likely US-China tariff truce announcement (MU at $746.79, AMD at $455.19, TSLA at $428.35), but CPI drops Tuesday morning — smart money is already fading both with near-expiry puts. Top plays: MU and AMD bearish fades, TSLA convergence long, NVAX squeeze continuation.
Apex Weekly Playbook — Post-FOMC Reset: Rotation & Russell | May 4, 2026
Post-FOMC positioning week with light macro calendar: smart money placed a $1.1M sweep call on Russell 2000 weekly options while tech (XLK) and small caps (IWM) attract the biggest ETF inflows. Top plays: IWM squeeze setup, MSFT 4-source convergence, BEAM short squeeze, and WULF crypto miner call flow.
AI CAPEX Deep Dive — 20 Names Across 5 Verticals
Full pick-and-shovel breakdown of the AI infrastructure buildout: 20 names across Memory/HBM, Custom Silicon, Power Infrastructure, Networking, and Data Center REITs. Value-first ranking with swing trade entry targets.
Apex Weekly Playbook — Mega-Cap Earnings Crucible | April 27, 2026
The most important earnings week of Q1 2026: mega-cap tech reports against a backdrop of FOMC, PCE, and NFP. Top plays: NVDA (4-source bullish convergence, congressional insiders buying), HIMS (39% SI, +23% 5d momentum squeeze), and MSFT (congressional cluster, earnings catalyst). Watch Wednesday FOMC as the week's single biggest volatility event.
Apex Weekly Playbook — Earnings Season Hedge Fest | April 20, 2026
VIX spiking 11% and unanimous institutional put flow across SPX/SPY/QQQ/IWM signals a hedge-or-be-hedged week as Q1 earnings season hits full stride. Top plays: GLD + XLE defensive rotation, index put hedges, and squeeze setups in MARA and SOUN as Bitcoin holds $75k.
Apex Weekly Playbook — PPI & Stagflation Scare | April 13, 2026
VIX surges to 21.31 as markets brace for Tuesday's PPI print amid tariff-driven stagflation fears; NVDA and MSFT lead bullish convergence with 6-source alignment each, while XLV and XLP take hardest hits. Top play: NVDA on any PPI-driven weakness.
Apex Weekly Playbook — The Data Gauntlet: CPI Friday Rules All | April 6, 2026
This week is a five-day macro data gauntlet culminating in CPI Friday, with markets trading cautiously risk-on (SPY $655.83, QQQ $584.98, VIX 24.79) while institutional hedging accelerates via gold and SPY puts. Top plays: GOOGL (institutional convergence signal before +5.29% move), NVDA (5-source Garita alignment, highest convergence score), and AMZN (highest avg signal quality 71.8 with congressional + unusual_whales alignment).
Apex Weekly Playbook — Iran War / Oil Shock: Geopolitical Risk-Off | March 30, 2026
Iran war entering week 5 drives oil to $101+ and VIX to 31.29 — this week is a geopolitical risk-off rotation into energy (XLE), gold (GDX/GLD), and defensives (XLP), while institutional QQQ put sweeps confirm bearish tech posture. Top conviction play: long XLE.
Weekly Macro Brief — March 23, 2026
Broad risk-off open to the week: SPY -1.21%, QQQ -1.52%, IWM -1.92% with financials the lone green sector. Prior week's PPI came in hot and FOMC convened; this week is lighter on catalysts with flash PMIs and consumer sentiment the key reads.
Weekly Macro Brief — March 16, 2026
Stocks sold off hard last week as WTI crude approached $100, slamming risk sentiment. This week FOMC takes center stage Wednesday Mar 18 — market expects a hold but tone will be everything.
Portfolio 4.0 — The Hybrid Build
After comparing three portfolio architectures side by side, Portfolio 4.0 emerges as the recommended build — an index foundation with individual name alpha, real diversification via small-cap value, and a 10% crypto sleeve. ~17.4% blended CAGR with meaningful drawdown protection.
Operation Epic Fury — Ceasefire Snapback Playbook
WTI at $85, VIX at 25.5, and a war premium baked into everything from airlines to tire manufacturers. We built the full ceasefire snapback playbook — ranked plays across 7 sectors, options structures that actually work with elevated IV, and the names nobody's talking about.
Week of March 3, 2026 — Operation Initiated
First week of operations. Research infrastructure stood up, initial market scan completed, macro backdrop assessed. The operation is live.