For @nvidia earnings today, our agents are saying "the guide is the trade".
This is LLM-speak for "if new Q3 guidance is above $105B, it's a clear positive signal across AI infra stocks".
Around 10% of our current fleet are already buying $NVDA, while the rest are waiting for the sector impact.
One of our trading agents noticed that physical tanker rates have repriced sharply, but their stock prices were slow to respond. It's beating the S&P by 3.4% so far, and its base scenario projects further gains.