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tradfi news

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TRACKED TRADES

@tradfi

4w

*US & IRAN TO MEET TUESDAY IN QATAR, FOCUS ON RESOLVING ONGOING DISPUTE OVER THE ST…

IDEAS · 1

WTIWTISHORTUS-Iran Qatar talks signal Strait of Hormuz progress; restored supply flow pushes WTI crude lower.$87.48+18.42%›

@tradfi

4w

*U.S. AND IRAN AGREE TO HALT STRIKES AND MEET THIS WEEK, U.S. OFFICIAL SAYS - AXIOS

IDEAS · 1

WTIWTISHORTUS-Iran halt-strikes deal signals Strait of Hormuz reopening, deflating crude oil's war risk premium$87.48+18.47%›

@tradfi

4w

*IRAN'S IRGC NAVY COMMAND: U.S. BASES IN THE REGION WILL EXPERIENCE 'HELL' IN THESE DAYS

IDEAS · 2

WTIWTILONGIran IRGC threatening U.S. bases sends oil sharply higher on Middle East supply disruption fears$87.48-17.42%›GLDGLDLONGIran-U.S. military escalation drives gold higher as safe-haven demand surges on geopolitical shock$4,058.01+0.77%›

@tradfi

4w

*IRGC SAYS MAY DEAL WITH SHIPS IN HORMUZ MORE STRONGLY: PRESS TV

IDEAS · 1

BREBRENTLONGIRGC threatens Hormuz interdiction, creating oil supply-shock risk that drives Brent crude higher$91.11+129.37%›

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4w

*IRGC SAYS LAUNCHED STRIKES AGAINST 8 US TARGETS: PRESS TV

IDEAS · 2

WTIWTILONGIRGC strikes on 8 US targets escalate US-Iran conflict, threatening Strait of Hormuz and spiking crude$87.48-17.07%›GOLGOLDLONGUS-Iran direct military strikes trigger crisis safe-haven bid, pushing gold higher$4,058.01+0.20%›

@tradfi

4w

*IRAN'S IRGC SAYS ANY CEASEFIRE VIOLATION CONTRADICTS ISLAMABAD AGREEMENT AND WILL BRIN…

IDEAS · 1

BREBRENTLONGIRGC threatens to halt all peace talks if ceasefire is violated; renewed Hormuz closure would spike global oil prices.$91.11+129.76%›

@tradfi

4w

*TRUMP ON IRAN: VERY POSSIBLE THEY WILL NEVER LEARN *TRUMP: MAY COME A POINT WHERE WE …

IDEAS · 3

WTIWTILONGTrump's military threat against Iran raises Gulf supply disruption risk, sending crude oil higher.$87.48-15.76%›GOLGOLDLONGTrump's explicit Iran annihilation threat raises geopolitical risk, driving safe-haven demand for gold.$40.92-3.90%›LMTLMTLONGTrump threatening full military action against Iran boosts defense contractor demand for precision strike systems and air defense.$576.80+11.93%›

@tradfi

4w

*APPLE LOBBYING TRUMP ADMIN TO ALLOW PURCHASE OF CHINESE CXMT DRAM CHIPS: FT $AAPL

IDEAS · 1

AAPAAPLLONGApple lobbying for CXMT chip access unlocks cheaper DRAM supply, relieving margin pressure on hardware$302.94+5.76%›

@tradfi

1mo

*US GOVERNMENT LIFTED EXPORT BLOCKS ON ANTHROPIC’S CLAUDE MYTHOS 5 AI MODEL: SEMAFOR *…

IDEAS · 1

AMZAMZNLONGAnthropic Mythos 5 export block lifted, restoring institutional access and unlocking value in Amazon's $13B+ Anthropic stake and its $100B AWS cloud commitment.$265.80+14.44%›

@tradfi

1mo

*LUTNICK MAKING PROGRESS TOWARD LIFTING ANTHROPIC EXPORT CURBS *WHITE HOUSE, OTHER AGE…

IDEAS · 1

AMZAMZNLONGLifting Anthropic export curbs removes a massive overhang on Amazon, its largest external investor and exclusive cloud host$265.80+13.77%›

@tradfi

1mo

*US STRIKES TARGETING IRAN ARE COMPLETE FOR TONIGHT: FOX

IDEAS · 2

WTIWTILONGUS strikes Iran after Strait of Hormuz drone attack — ceasefire breakdown raises supply disruption risk, crude rips higher.$87.48-18.23%›GOLGOLDLONGUS-Iran ceasefire collapses into active strikes — geopolitical shock triggers safe-haven flows into gold.$4,058.01+1.25%›

@tradfi

1mo

*IRAN'S REVOLUTIONARY GUARDS SAY RESPONSE TO U.S. ATTACK WILL BE SWIFT AND DECISIVE

IDEAS · 2

WTIWTILONGIRGC retaliation threat against US escalates Hormuz risk, driving crude oil higher$87.48-18.38%›GOLGOLDLONGIRGC vows decisive retaliation vs. US, pushing gold higher as the war safe-haven of choice$4,058.01+1.28%›

@tradfi

1mo

*US MILITARY CONDUCTED STRIKES HORMUZ AREA: AXIOS

IDEAS · 1

WTIWTILONGUS strikes in Hormuz area escalate the blockade of the world's most critical oil chokepoint, pushing WTI crude higher.$87.48-17.31%›

@tradfi

1mo

*IRAN'S NOUR NEWS SAYS 3 EXPLOSIONS HEARD IN IRAN'S SIRIK BORDERING THE STRAIT, SOURCE …

IDEAS · 2

BREBRENTLONGNew explosions near Sirik threaten the Hormuz reopening narrative, spiking Brent crude$91.11+129.13%›GOLGOLDLONGHormuz re-escalation drives safe-haven flows into gold as ceasefire optimism breaks down$4,058.01-0.33%›

@tradfi

1mo

*AWS RAISES PRICES FOR NVIDIA COMPUTE BY 20% - THE INFORMATION *AMAZON WILL EXCLUDE CA…

IDEAS · 2

AMZAMZNLONGAWS carves out Trainium from NVIDIA price hikes, accelerating customer migration to Amazon's own silicon and widening AWS margins.$265.80+12.22%›NVDNVDASHORTAWS passing a 20% NVIDIA compute surcharge to customers signals hyperscaler margin pressure and actively incentivizes substitution away from NVIDIA GPUs toward proprietary silicon.$198.99-3.68%›

@tradfi

1mo

*APPLE’S VISION PRO AND SMART GLASSES CHIEF TO LEAVE FOR OPENAI $AAPL

IDEAS · 1

AAPAAPLSHORTApple loses its Vision Pro and smart glasses chief to OpenAI, deepening an XR leadership crisis already marked by scrapped headset successors$302.94-4.67%›

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1mo

*OPENAI UNVEILS GPT-5.6 AMID US AI REGULATORY DRAMA *OPENAI PLANS TO MAKE GPT-5.6 GENE…

IDEAS · 1

MSFMSFTLONGOpenAI's GPT-5.6 government-gated rollout cements Microsoft as the only enterprise distribution channel for the most powerful AI on the planet$470.93+28.11%›

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1mo

*TRUMP: ANY COUNTRY IMPOSING DIGITAL SERVICES TAX ON US COMPANIES WILL FACE IMMEDIATE 1…

IDEAS · 2

GOOGOOGLLONGTrump's DST tariff threat removes a key foreign tax overhang from US tech giants, lifting GOOGL$360.81+4.64%›EUREURSHORT100% tariff threat on DST countries crushes EU export competitiveness, weakening the euro against the dollar$107.28-3.75%›

@tradfi

1mo

*TRUMP: IRAN SHOT AT LEAST 4 ONE WAY ATTACK DRONES AT SHIPS IN STRAIT OF HORMUZ *TRUMP…

IDEAS · 3

WTIWTILONGIran drone attack on Strait of Hormuz shipping threatens ~20% of global oil flow, sending crude sharply higher$87.48-16.78%›LMTLMTLONGUS forces intercepting Iranian drones in the Hormuz demonstrates live demand for missile/drone defense systems, boosting Lockheed Martin$576.80+12.50%›FROFROLONGDrone strike hitting a cargo ship in Hormuz spikes war-risk premiums and rerouting costs, lifting crude tanker rates and Frontline shares$40.00+11.96%›

@tradfi

1mo

*DOJ OFFICIAL TELLS STAFF PREFERENCE FOR ANTITRUST SETTLEMENTS OVER TRIALS: WSJ

IDEAS · 1

GOOGOOGLLONGDOJ settlement-over-trials policy removes the feared structural breakup of Google, lifting a ceiling on GOOGL at its 52-week low$360.81+6.77%›

@tradfi

1mo

*TRUMP: WILL SOON BE BUYING WHEAT, SOYBEANS AND CORN FROM IRAN

IDEAS · 1

ADMADMLONGTrump's Iran deal directs frozen Iranian assets to buy US corn, soybeans, and wheat exclusively — a direct revenue catalyst for ADM as America's largest grain exporter.$80.07+3.29%›

@tradfi

1mo

*TRUMP: WE HAVE A NEW MARKET COMING UP CALLED IRAN

IDEAS · 1

BREBRENTSHORTIran sanctions relief + Strait of Hormuz reopening floods crude market with new supply, driving Brent lower$91.11-123.88%›

@tradfi

1mo

*TRUMP ADMINISTRATION ASKS OPENAI TO STAGGER RELEASE OF NEW MODEL OVER SECURITY CONCERN…

IDEAS · 2

MSFMSFTLONGGov't GPT-5.6 gating locks Azure in as mandatory federal AI on-ramp, widening Microsoft's enterprise moat$470.93+25.27%›PLTPLTRLONGCustomer-by-customer federal AI approval validates Palantir's government AI deployment model and accelerates AIP contract demand$124.72+9.73%›

@tradfi

1mo

*IRAN PROPOSES CHARGING SERVICE FEES IN STRAIT OF HORMUZ WITH GULF NEIGHBORS -- WSJ *I…

IDEAS · 2

WTIWTILONGIran's proposed Hormuz toll adds cost friction to ~20% of global oil supply, pushing WTI crude higher$87.48-16.11%›BREBRENTLONGIran's Hormuz fee dispute threatens oil supply reopening, keeping ~25% of global seaborne crude off market and prices elevated.$91.11+127.50%›

@tradfi

1mo

*IRAN'S REVOLUTIONARY GUARDS CORPS: NEW HORMUZ SHIPPING ROUTE ANNOUNCED WITHOUT IRAN'S …

IDEAS · 2

WTIWTILONGIRGC threatening to block Strait of Hormuz transit drives crude oil sharply higher on supply disruption fear$87.48-20.83%›LMTLMTLONGIRGC Hormuz escalation signals active Middle East conflict risk, lifting defense contractors on increased military demand$576.80+14.49%›

@tradfi

1mo

*FUNDS FROM $1.5B BYBIT HACK REACHED IRAN-LINKED WALLETS & FLOWED THROUGH COINEX: WSJ

IDEAS · 1

COICOINLONGIran+DPRK using offshore exchanges to launder Bybit hack funds accelerates regulatory crackdown on unregulated venues, routing volume to Coinbase$143.50+2.10%›

@tradfi

1mo

*MICRON TECHNOLOGY: EXPECT TIGHT CONDITIONS TO PERSIST BEYOND CALENDAR 2027 DUE TO AI-D…

IDEAS · 1

MUMULONGMicron guides for tight memory supply beyond 2027 on AI demand, supporting sustained pricing power and margin expansion.$810.67-27.03%›

@tradfi

1mo

*MICRON SEES 4Q ADJ EPS $30 TO $32, EST. $25.31 $MU

IDEAS · 1

MUMULONGMicron guides Q4 EPS $30-$32 vs $25.31 est — a ~25% beat that should reprice the stock sharply higher.$810.67-26.73%›

@tradfi

1mo

*MICRON 3Q CLOUD MEMORY REV. $13.77B, EST. $10.69B $MU

IDEAS · 1

MUMULONGMicron Q3 cloud memory revenue beat estimates by 29%, signaling explosive AI-driven demand that should reprice MU higher.$810.67-25.84%›

@tradfi

1mo

*MICRON 3Q CORE DATA CENTER REV. $11.52B, EST. $6.8B $MU

IDEAS · 1

MUMULONGMicron Q3 data center revenue obliterated estimates by 69%, confirming AI memory demand is far beyond consensus — stock goes higher.$810.67-25.80%›

@tradfi

1mo

*MICRON 3Q MOBILE AND CLIENT REV. $11.52B, EST. $9.73B $MU

IDEAS · 1

MUMULONGMicron Q3 mobile & client revenue crushed estimates by ~18%, signaling AI-driven memory demand far exceeds Wall Street expectations.$810.67-26.14%›

@tradfi

1mo

*MICRON SEES 4Q ADJ GROSS MARGIN ABOUT 86%, EST. 83.6% $MU

IDEAS · 1

MUMULONGMicron Q4 gross margin ~86% crushes 83.6% estimate, signaling pricing power and earnings upside.$810.67-25.59%›

@tradfi

1mo

*MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B $MU

IDEAS · 1

MUMULONGMicron's Q4 guide of $49-51B obliterates the $43.24B estimate, signaling explosive memory demand and driving shares higher.$810.67-25.50%›

@tradfi

1mo

*MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9% *MICRON TECHNOLOGY Q3 REVENUE USD 41,456…

IDEAS · 1

MUMULONGMicron Q3 blew past every estimate — revenue, EPS, and gross margin — pointing to a sharp post-earnings re-rate$810.67-25.45%›

@tradfi

1mo

*ANTHROPIC ACCUSES ALIBABA OF ‘ILLICITLY’ ACCESSING AI MODELS *ALIBABA HAD NO COMMENT …

IDEAS · 1

BABBABASHORTAnthropic's accusation that Alibaba illicitly accessed its AI models adds regulatory and legal risk to BABA amid escalating US-China AI tensions.$124.69-26.93%›

@tradfi

1mo

*TRUMP: CANCELLED HOUSING NEWS CONFERENCE AND SIGNING *TRUMP: LINKING FUTURE HOUSING A…

IDEAS · 1

DHIDHISHORTTrump cancels housing bill signing, stripping homebuilders of their expected deregulation catalyst.$144.56+13.42%›

@tradfi

1mo

*TRUMP: IRAN READY TO GIVE US PRACTICALLY ANYTHING AND RESPECTS UNITED STATES *TRUMP: …

IDEAS · 1

WTIWTISHORTIran near full capitulation on a US deal; Strait of Hormuz reopening removes the biggest oil supply shock in history$87.48-19.41%›

@tradfi

1mo

*BESSENT: US HOUSING ISSUE WILL TAKE LOWER RATES & MORE SUPPLY

IDEAS · 1

DHIDHILONGBessent's policy call for more housing supply directly benefits the largest US homebuilder$144.56-7.27%›

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1mo

*BESSENT: US HOUSING IS CONUNDRUM, AFFECTED BY LOW INTEREST RATE-LOCKED OWNERS

IDEAS · 1

DHIDHILONGRate lock-in keeps existing home supply frozen, routing buyers to new construction — homebuilders win.$144.56-7.50%›

@tradfi

1mo

*NVIDIA'S BANNED AI CHIPS DOUBLE IN PRICE ON CHINA'S BLACK MARKET - FT *NVIDIA'S BANNE…

IDEAS · 1

NVDNVDALONGBanned Nvidia AI chips doubling on China's black market signals demand so intense it transcends export controls, reinforcing Nvidia's irreplaceable pricing power.$198.99-2.83%›

@tradfi

1mo

*SK HYNIX TO BEGIN U.S. ADR PROCESS, FILE ADR-LINKED SHARE SALE PLAN WITH SOUTH KOREA'S…

IDEAS · 1

SKHSKHXLONGSK Hynix's U.S. ADR listing opens access to institutional capital locked out of Korean shares, re-rating the stock.—IDEA›

@tradfi

1mo

*CEREBRAS SYSTEMS 1Q REV. $193.4M, EST. $181.4M $CBRS

IDEAS · 1

CBRCBRSLONGCerebras beat Q1 revenue by ~$12M vs estimates, signaling AI infrastructure demand accelerating beyond Wall Street expectations.$200.59-12.16%›

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1mo

*CEREBRAS SYSTEMS - ANNOUNCES MULTI-YEAR DEAL WITH OPENAI FOR 750MW VALUED AT OVER $20 …

IDEAS · 1

CBRCBRSLONGCerebras lands a $20B+ multi-year OpenAI compute deal, turning its backlog into locked revenue and validating its AI chip at hyperscaler scale.$200.59-9.61%›

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1mo

*GAMESTOP BOARD WITHDREW CEO RYAN COHEN’S PERFORMANCE AWARD TO FOCUS ON THE EBAY ACQUIS…

IDEAS · 2

EBAEBAYLONGGME board escalates hostile eBay bid with strategic deck this week, narrowing gap to $125 offer price.$114.27+4.48%›GMEGMESHORTGME board pulls Cohen's pay award and bets the company on a hostile eBay deal the target already rejected — deal dilution and execution risk weigh on shares.$22.03-2.86%›

@tradfi

1mo

*SPACEX'S $25 BLN BOND OFFERING ATTRACTED NEARLY $90 BLN OF ORDERS: FT $SPCX

IDEAS · 1

SPCSPCXLONGSpaceX's debut bond deal attracted 4x oversubscription, validating institutional confidence and erasing liquidity fears — bullish for SPCX.$110.03-30.29%›

@tradfi

1mo

*TRUMP: PREPARING LAWSUITS AGAINST ABC FOR FALSE REPORTING *TRUMP: WILL DONATE ABC SET…

IDEAS · 1

DISDISSHORTTrump's threatened lawsuit against ABC puts legal and reputational pressure on Disney (ABC's parent), weighing on DIS shares.$97.63+4.32%›

@tradfi

1mo

*US JUDGE BLOCKS TRUMP ADMINISTRATION SNAP RESTRICTIONS ON SODA, CANDY

IDEAS · 1

KOKOLONGA judge blocking SNAP soda/candy bans removes a major revenue threat to Coca-Cola, the largest SNAP soda beneficiary.$85.64+7.70%›

@tradfi

1mo

*TESLA IS UNDER FEDERAL INVESTIGATION BY NHTSA FOLLOWING A FATAL MODEL 3 CRASH INTO TEX…

IDEAS · 1

TSLTSLASHORTNHTSA federal crash probe into Tesla's driver-assistance system is a recall-risk catalyst that pressures TSLA$313.47+20.97%›

@tradfi

1mo

*FED CHAIR WARSH TO TESTIFY JULY 14 10AM ET AT HOUSE FINANCIAL SERVICES COMMITTEE

IDEAS · 2

TLTTLTSHORTWarsh's July 14 testimony cements hawkish rate-hike bias, pushing long-bond yields higher and TLT lower$81.79+5.64%›SP5SP500SHORTWarsh reinforces hawkish tilt at July 14 testimony, raising rate-hike odds and pressuring equity valuations$7,352.47+3.05%›

@tradfi

1mo

*META IS PAUSING AN INTERNAL AI TRAINING PROGRAM AFTER SENSITIVE DATA WAS ACCESSIBLE AC…

IDEAS · 1

METMETASHORTMeta's internal AI training program paused after company-wide data exposure, flagging AI governance risk that could weigh on the stock.$565.80-2.66%›

@tradfi

1mo

*TRUMP ON DEFENSE CONTRACTORS: STOCK BUYBACKS NOT ALLOWED #LMT • #NOC • #RTX

IDEAS · 3

LMTLMTSHORTTrump banning buybacks strips LMT of a major tool to support its share price$576.80-14.65%›NOCNOCSHORTTrump banning buybacks strips NOC of a major tool to support its share price$534.48-3.77%›RTXRTXSHORTTrump banning buybacks strips RTX of a major tool to support its share price$212.63-15.59%›

@tradfi

1mo

*TRUMP: IF IRAN DOESN'T STICK TO AGREEMENT, I WILL DO WHAT I HAVE TO DO

IDEAS · 2

WTIWTILONGTrump's "I will do what I have to do" threat keeps Strait of Hormuz closure risk alive, supporting WTI crude prices$87.48+19.78%›GOLGOLDLONGFragile Iran MOU with explicit Trump escalation threat keeps Middle East risk premium alive, supporting gold.$4,058.01-5.31%›

@tradfi

1mo

*TRUMP: INVESTING IN QUANTUM LEADERSHIP LIKE NEVER BEFORE

IDEAS · 2

QNTQNTLONGTrump's $2B federal quantum investment signals quantum computing is now critical national infrastructure, lifting pure-play hardware names.$50.15-28.99%›IBMIBMLONGIBM lands $1B — the largest single quantum award — to build America's first dedicated quantum chip foundry under Trump's $2B CHIPS Act push.$218.97-13.86%›

@tradfi

1mo

*IRAN'S FOREIGN MINISTRY SPOKESPERSON: GOOD PROGRESS WAS MADE IN THE SWISS TALKS

IDEAS · 2

BREBRENTSHORTIran-US peace deal progress signals Iranian supply return and Hormuz reopening, pushing crude prices lower.$91.11-12.54%›GOLGOLDSHORTIran-US de-escalation removes the Middle East war risk premium from gold, reducing safe-haven demand.$4,058.01+5.56%›

@tradfi

1mo

*TRUMP: NO TOLLS AFTER 60 DAYS UNLESS IMPOSED BY UNITED STATES SHOULD DEAL NOT BE COMPL…

IDEAS · 1

WTIWTILONGUS-Iran deal is unfinished with a 60-day deadline, keeping Hormuz toll risk alive and WTI crude upside open.$87.48+14.14%›

@tradfi

1mo

*TRUMP ENVOY WITKOFF HEADS TO SWITZERLAND AHEAD OF POTENTIAL IRAN TALKS - AXIOS *IRAN …

IDEAS · 1

WTIWTISHORTIran-US deal reopening the Strait of Hormuz floods global oil supply, driving WTI prices lower$87.48-13.25%›

@tradfi

1mo

*ISRAEL IS LIKELY TO CONTINUE ATTACKS IN LEBANON, U.S. INTELLIGENCE CONCLUDES - NYT

IDEAS · 2

BREBRENTLONGU.S. intelligence confirms Israel will keep attacking Lebanon, sustaining a geopolitical risk premium in global crude benchmarks.$91.11+15.42%›GOLGOLDLONGU.S. intelligence confirms open-ended Israel-Lebanon conflict, lifting safe-haven demand for gold as the geopolitical risk horizon extends.$4,058.01-0.60%›

@tradfi

1mo

*TRUMP: DON'T VIEW ANTHROPIC AS NATIONAL SECURITY THREAT

IDEAS · 1

AMZAMZNLONGTrump removes Anthropic national-security label, clearing path to reinstate federal contracts that directly drive AWS Bedrock revenue$265.80+7.11%›

@tradfi

1mo

*THE PENTAGON DEPUTY TOLD LAWMAKERS ABOUT $80 BILLION IS NEEDED TO COVER IRAN WAR AND O…

IDEAS · 2

LMTLMTLONG$80B Pentagon Iran war budget request means a flood of defense contracts for America's largest weapons maker$576.80+15.14%›WTIWTILONGActive U.S.-Iran war and $80B Pentagon budget request signals sustained Middle East conflict, threatening oil supply and pushing crude higher$87.48+13.59%›

@tradfi

1mo

*INTEL APPOINTS FORMER SK HYNIX CEO SEOK-HEE LEE AS EVP OF INTEL FOUNDRY $INTC

IDEAS · 1

INTINTCLONGIntel Foundry hires former SK Hynix CEO, signaling a credible manufacturing turnaround push — bullish INTC$88.03-34.77%›