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After QQQ’s Rally: Seasonality Check
Post-rate-hike returns, then a look at September’s final week in midterm years.
Sep 22
•
Inder Sabharwal
1
The Market Spoke. It Bought the Guardrails.
Today’s strongest signal came from cybersecurity. The levels to watch in Zscaler, Rubrik, Meta and SpaceX.
Sep 14
•
Inder Sabharwal
2
Now, Let the Markets Speak
AI’s leaders call for caution. Stocks consolidate. Oil breaks higher. Ahead of the Fed, I’m holding off on new commitments.
Sep 13
•
Inder Sabharwal
6
9:10
Today's CPI Report Was Broadly Benign
Gasoline lifted the headline, but annual core inflation eased. What the CPI and PPI details mean for markets.
Sep 11
•
Inder Sabharwal
2
CPI Rises 0.4%, Core Eases to 2.4%, and Oracle Erases Its Pre-Print Drop
Premarket scan for Friday, September 11, 2026: inflation, oil, Oracle’s backlog surge, and the earnings beats investors refused to reward.
Sep 11
•
Inder Sabharwal
1
How I Trade Opening Range Breakouts
My approach to entries, position sizing and exits, with CoreWeave as the example.
Sep 9
•
Inder Sabharwal
3
6:24
The Failed Breakdown That Could Send Semis Soaring
Semiconductors reached the trapdoor, buyers showed up, and the failed break is setting up the reversal I’m positioning for.
Sep 7
•
Inder Sabharwal
6
1
13:20
The Different Shapes Of A Crash: Cisco and Qualcomm During The Dot-com Bust
Two dot-com darlings gained 755% and 2,125%, then each lost almost 90%. The fundamentals beneath those crashes told very different stories.
Sep 3
•
Inder Sabharwal
1
11:05
August 2026
The AI Trade Has Four Dimensions Now
Market Signals Aug 31, 2026. Capacity, capital, control and capture explain why software and security may be the next phase.
Aug 31
•
Inder Sabharwal
20:07
CrowdStrike and Okta Are Both Ripping. Their AI Economics Are Not the Same.
CrowdStrike is showing current product-specific AI security monetization. Okta paired a stronger core quarter with an agent-identity option that is…
Aug 27
•
Inder Sabharwal
1
Salesforce's Earnings Per Share Doubled. The Operating Business Did Not.
The quarter contained a real backlog acceleration and promising Slackbot adoption. It also contained a $2.53-per-share investment gain…
Aug 27
•
Inder Sabharwal
NVIDIA Just Guided a Full Year Ahead. That Is the Story, Not the Beat.
Revenue doubled again, but the more important disclosures were a 70 percent fiscal 2028 growth outlook, a mapped margin trough and a customer base…
Aug 27
•
Inder Sabharwal
1
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