Belanger Trading
Research lanes for timely market dislocations, watchlist themes, and opportunity briefs.
A green headline raises its own kind of risk: chasing a move that already happened. Here's how we read the driver behind an up day, whether the strength is broad or narrow, and what would make it worth taking seriously instead of chasing.
A $19 billion TeraWulf data-center lease and fresh October-IPO reporting just pushed Anthropic back into search results. Neither one makes the stock buyable. Here's what changed, what didn't, and how the Amazon/Alphabet/Microsoft/AMD proxies actually work.
OpenAI confidentially filed to go public on June 8, 2026. Two months later, there's still no ticker, no price, and reports say the listing could slip to 2027. The proxies, the leaked numbers, and what we're watching next.
Cheap stocks can be bargains or broken companies. Here are 7 recognizable beaten-down names Belanger Trading is watching — why each looks cheap, what could change the story, and the risk that keeps it cheap.
AI is moving beyond chips. Data centers are where the buildout becomes physical — servers, networking, power, cooling, real estate. Here are the seven buckets, representative names, and how to tell real demand from a story riding the theme.
AI is not just a chip story — it is an electricity story. A plain-English look at nuclear energy stocks tied to data-center power demand, separating cash-flowing operators from speculative reactor stories. A research watchlist, not a buy list.
SpaceX's first earnings as a public company landed August 4: revenue up 92%, a smaller loss, and a capital-spending bill that spooked the after-market. Here's what the print showed, and why the August 6 lock-up still decides the week.
A stock market crash is a sudden, severe, broad decline driven by panic, forced selling, or a real shock. Most selloffs are not that. This is a living risk monitor: the eight things we watch to tell normal volatility apart from real market stress, and what they're saying right now.