What's really moving these markets

Ep.1326 Feb 26, 2026

This could cause the death of the stock market

Inside this episode

Why did Nvidia fall after reporting great results?
How to make money off NVDA without buying it
Our latest private placement is raising its offering—ACT NOW
Why I hate Salesforce's $50 billion buyback—and a better AI play

Is IMAX a buy following its post-earnings rally?
Why algorithms could be the death of the stock market
A great entry point in an industry leader

This week's trade

For the last couple of months, one market darling has been suffering amid plans for a massive acquisition.

Investors hated the deal, fearing the debt load would compress margins.

For a while, the deal looked like a certainty… but that’s no longer the case. Prediction markets are now favoring another bidder for the acquisition.

But the market is still pricing in the deal as though it’s happening. That creates a massive opportunity for us.

If the original deal doesn’t go through, the company avoids substantial debt… and can continue dominating its market.

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What you get:

Opportunities to leverage market dislocations
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