HeyJaredZa's Market Terminal
Trader & Investor focused on identifying high conviction opportunities by combining technical analysis, fundamental research, and a deep understanding of market dynamics and thematic trends.
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 20, 2026
Latest issues
The Trade: Lehman Brothers 2.0 (opens the original)
Read excerpt
Sometimes an opportunity comes along that reels me in.And this one has reeled me in! Since the market has been pretty quiet the past few days as we await Micron earnings and economic data later in the week, I wanted to discuss a potential opportunity I’ve hinted at a few times now.One thing we know about markets is that people like to overreact to both the downside and the upside.We saw this a few months ago with both software and crypto. Near the lows I published articles explaining why I thoug
Weekly Market Report 9/27/26 (opens the original)
Read excerpt
Through all of the turbulence, headlines, and fear the Nasdaq is less than 1% away from all time highs.There has been no shortage of catalysts to take this market lower.Yields, oil, Iran, midterms, AI safety and slowdown fears, the list goes on. Yet the market just continues to go higher!One of the few positives came from Xi’s visit to the U.S. where the tone between the two countries probably couldn’t have been better. They even agreed that the two sides won’t slow down on AI and had a dinner w
Signals Are Piling Up (opens the original)
Read excerpt
This market is a whirlwind. One day it feels like we’re back and everything is great.Oil is lower, yields are falling, and stocks are flying. Times are fun again! The next we’re pulling back and everyone gets frantic again.This is what I consider a kangaroo market.A kangaroo market is one that keeps bouncing up and down without making sustained progress in either direction. That’s the world we’ve lived in for nearly five months now as the Nasdaq dances around in this range. But this past week, s
*READ THIS* Year Two: What’s Changing (opens the original)
Read excerpt
Hi everyone,It’s been almost one year since I started this Substack.Quite the ride!Over the past year we’ve had a number of massive winners across names like GEV, MRVL, NXT, ARM, DELL, RKLB, NET, OUST, and INTC, along with plenty of smaller wins along the way.Of course, though, there have been losers over the course of this year too! But if there’s one thing I hope you’ve learned from following me over the past year, it’s how seriously I take risk management.I always define my risk before enteri
Weekly Market Report 9/20/26 (opens the original)
Read excerpt
The AI trade was declared dead last week. Supposedly, Anthropic and OpenAI were going to “slow down” AI spending.Right…Shortly after these fake calls to slow AI development, we got a look at just how much they’re actually slowing down.According to reports, OpenAI projects $856B in compute and infrastructure spending through 2030. They’re already discussing another major funding round at a $1.2T valuation with some saying it could go even higher.Then there’s Anthropic.According to the NYT, Anthro
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.