Research
Stock ideas, market warnings, options education, and plain-English research for investors and traders who want to know what deserves attention now.
Aug 6, 2026
IREN's pivot from Bitcoin miner to AI-cloud operator is backed by signed contracts with Microsoft and Nvidia, but the same weeks it signed more AI deals, its board handed the founders hundreds of millions in stock and the shares fell nearly 20%. Here's how to think about the trade.
Aug 6, 2026
SkyWater Technology's ticker is gone. IonQ closed its acquisition on July 31, 2026. Here is what SKYT holders got, what SkyWater actually does, and an honest read on IONQ as the only way left to touch this story.
Aug 6, 2026
TeraWulf's Anthropic lease turned an AI-infrastructure pivot into $19 billion of contracted revenue. Here's what the company actually owns now, why the stock already re-rated, and what would change our stance.
Aug 3, 2026
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.
Jun 1, 2026
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.
Jun 1, 2026
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.
May 29, 2026
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.
May 29, 2026
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.
May 29, 2026
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.
May 29, 2026
Nvidia's next earnings report is the most-watched number in the market because it tells investors whether the AI trade is still backed by real demand. Here is the confirmed date, what to watch, what the expected move means, and how to think about the event without chasing.
May 29, 2026
A Pelosi stock tracker shows publicly disclosed trades tied to Nancy and Paul Pelosi. But congressional disclosures are delayed and incomplete. Here is what investors can and cannot learn, and how we would actually analyze one.
May 29, 2026
Selling a put pays you a premium today for the obligation to buy 100 shares at the strike price. Here is how the whole family works: cash-secured, naked or margined, at-the-money, far out-of-the-money, and short put spreads, and why the structure decides whether the risk is funded, margined, or defined.