Brian Hunt

Editor of Money & Megatrends. Trader of explosive technology, resource, and macro trends. Become a reader and learn about the next big trade.

[Glenn Greenwald @ggreenwald]

I don't know what broke in the matrix, but watching John Bolton not only plead guilty to a felony but the specific felony he spent decades depicting as the most egregious -- calling for life imprisonment or execution for it -- is a level of karmic justice I didn't know existed.

[Brian Hunt @curator_trader]

The peptide market is at the same inflection point GLP-1s were in 2019 - before a 13x explosion in 6 years.

What changed? Regulatory access.

In April 2026, the FDA removed 12 peptides from its restricted list. A July 24 review could open compounding pharmacies to sell them for the first time.

The GLP-1 market is already worth ~$65B. The broader peptide market?

$80-140B and barely getting started.

5 names to watch:
- $LLY: already printing with Mounjaro
- $HIMS: telehealth giant entering peptides; $20B TAM estimate
- $ENHA: subscription peptide stacks, high risk/high reward
- $BANB: world's largest peptide contract manufacturer
- $PPGH: another Swiss peptide API powerhouse

The July regulatory decision is the catalyst to watch.

[Brian Shannon, CMT @alphatrends]

isn't it interesting, there is almost an inverse correlation to # of appearances on CNBC

not surprised

[Mike Benz @MikeBenzCyber]

The Lancet “condemned conspiracy theories” in 2021 that are now the consensus belief of the entire US intelligence community in 2026. Maybe sit this one out.

[Keith Kaplan @KeithTradeSmith]

Apple is approaching a Green Zone, which is a time period of historically strong stock price performance.

This particular Green Zone for $AAPL has a 15 year historical 100% accuracy rate and an average return of 6.57% (95.95% annualized). It runs from June 26 to July 21.

[Brian Hunt @curator_trader]

Trucking stocks. Steel. Hotels. Shopping malls. Industrial firms.

All surging to new highs.

Now add airlines: $DAL, $AAL, and $UAL just hit multi-year highs.

These are not tech stocks.

They rise and fall with America's ability to build things, move things, buy things, and travel.

And they're all booming.

You can read a thousand opinions about the economy. Or you can watch market prices - the most distilled source of insider knowledge on earth.

Right now, the market is saying one thing loud and clear:

"We're booming. Trade accordingly."

[Brian Hunt @curator_trader]

We called it. Now the market is confirming it.

Yesterday, leading genomics stocks surged:

$TWST +7%
$ABSI +36%
$NTRA +11%

$ARKG, the ETF, even jumped 7%.

We've been genomics bulls for months. Here's why we stay bullish:

Genomics is the science of analyzing human DNA to create tests, medicines, and personalized treatments.

It's already transforming healthcare.

Now add AI.

Superintelligent AI can run millions of digital drug simulations, analyze gene-treatment interactions at scale, and potentially design drugs on its own.

AI + genomics = medical innovation in overdrive.

The market is starting to paint genomics with the AI brush.

We think this is early innings.

[Brian Hunt @curator_trader]

https://t.co/j9pyIbHCFm

[Brian Hunt @curator_trader]

FERC just ordered grid operators to fast-track power connections for data centers - and the market responded instantly.

Bloom Energy $BE surged 15.4% to an all-time high last week.

Here's why this matters:

Every AI model, every AI chip, every AI application needs one thing:

Electricity.

Google, Amazon, Microsoft, Meta & others have already committed $1T+ to AI infrastructure with $700B more coming in 2026 alone.

Goldman Sachs forecasts data center power demand up 50% by 2027. And up 165% by the decade's end.

You don't have bet on which AI model wins.
Or which is the right chip.

You just have to recognize that every using AI has to buy power to run it.

Trends persist. $BE remains one to watch.

[Keith Kaplan @KeithTradeSmith]

SiriusXM Holdings is entering a Green Zone, which is a time period of historically strong stock performance.

This particular Green Zone for $SIRI has a 15 year historical 100% accuracy rate and an avg return of 11.82% (165.94% ann).

It runs from June 26 to July 22.

[Brian Hunt @curator_trader]

Most investors are ignoring biotech $XBI right now.

That's exactly why I'm bullish on it.

The best trades share two traits:
1. Strong uptrend
2. Public indifference

Biotech checks both of those boxes.

AI + Biology is about to put medical innovation into overdrive. The last biotech bull run delivered 300% gains over 4 years.

The next one could be bigger.

The crowd will pile in eventually.

[Rob Anderson @_rob_anderson]

Investors have not put big multiples on Technology earnings. The sector's forward P/E is not at extremes levels, and the relative ratio is below its long-term average.

[Brian Hunt @curator_trader]

The bull market in genomics is officially on.

$ARKG surged 5% yesterday to a multi-year high. $TWST hit a high too.

Why it matters?

Genomics could be the next big AI trade. AI + DNA Analysis = personalized medicine at a scale never seen before.

We're talking millions of drug simulations run by super intelligent models, gene editing that actually cures disease, treatments tailored to your individual DNA.

$ARKG holds $TEM, $NTRA, $ILMN, $CRSP. All great trades.

[Francesco @FranVezz]

The best trades work right away and give you very little stress after entry.

[Michael Girdley @girdley]

Every time someone starts with all that “we’re like family” shit during a business deal -- check that your wallet is still in your pocket.

[Brian Hunt @curator_trader]

Being bullish on "AI chemicals" is paying off.

This morning, two stocks in our basket hit new all-time highs:

$ENTG (Entegris) +38% since March
$ESI (Element Solutions) +41% since March
$CC (Chemours) +36% since March — with a 37% YoY surge in AI data center coolant sales

Here's the thesis in one sentence:

Every AI server relies on a long chain of ultra-pure, ultra-specific chemicals - from semiconductor manufacturing gases to data center coolants and flame retardants.

Big tech is on pace to spend $700B on AI infrastructure THIS year alone. $3T+ to follow.

All of that infrastructure needs chemicals upstream. The trend is up.

[Rob Anderson @_rob_anderson]

The back half of June has tended to be bearish for stocks, with the S&P 500’s median return ranking as the second lowest among all half-month periods since 1950. However, the first half of July has historically been the strongest half-month block.

[John LeFevre @JohnLeFevre]

If you get rich by making your shareholders rich, the loudest voices of opposition will come from those who get rich through grift and graft.

Because they feel exposed.

[BuccoCapital Bloke @buccocapital]

Syracuse announced a financial deficit this week after missing their enrollment target. They cite demographics + geopolitics, but the answer is much simpler:

There are 5.7k higher ed institutions in the US, charging way too much for something that is worth less than ever

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Tech sector P/E is by no means stretched... sitting on the 10yr avg of 22.9x @dualityresearch
https://t.co/mKBZHp6aon