The Trading Days
One permanent page per trading day — the day's Morning 10, Midday 10, Daily Pulse, print-record cards, tape and book moves, recorded as they stood. The live view is always the homepage; this is the archive it leaves behind.
September 2026
- Tue, Sep 15 AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo
- Mon, Sep 14 AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106
- Sat, Sep 12 Micron Out, SK hynix In: Hypergrowth Rewrites Its Memory Line and Rolls a Call 120 Points Higher
- Fri, Sep 11 Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%
- Thu, Sep 10 Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave back
- Wed, Sep 9 Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000
- Tue, Sep 8 Asia’s chip rally fades into the close: Kospi touches 7,171 and ends under 7,000, Nikkei −1.2% on a 153 yen — and Lenovo drops 6%, Z.ai 10% in Hong Kong
- Mon, Sep 7 Kospi jumps 4% on OpenAI’s new model: SK hynix +7%, Kioxia +9%, SoftBank +10% — while gold and bitcoin slide on the rate-hike odds
- Sat, Sep 5 Global Tech 50 — Out of China, Into the Tools: Fifteen Lines in the Ledger
- Fri, Sep 4 Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs report
- Thu, Sep 3 Snowflake jumps 20%, Broadcom stalls, Dell soars 16% — the market is paying for faster growth, not for beats
- Wed, Sep 2 Great numbers, falling stocks — the market has stopped rewarding even record earnings
- Tue, Sep 1 Verdict day two: six earnings windows close as MongoDB and GitLab print
August 2026
- Mon, Aug 31 Verdict day: five earnings windows close as chip stocks wobble
- Sat, Aug 29 One Line in the Ledger: the Galaxy Put Comes Off
- Fri, Aug 28 The bar moves overnight: three beat-and-raise prints get sold after hours.
- Thu, Aug 27 The five-print evening resolves bullish — Nvidia's supply-constrained 70% guide flips a muted release into a paid call, and Salesforce and CrowdStrike are paid double digits.
- Wed, Aug 26 Bitcoin's overnight break of 80,000 fades back under Monday's own close, while SOXX's bounce holds through the session and IEF clears the bond veto's third test at 93.51.
- Tue, Aug 25 Bitcoin takes 80,000 overnight — the level Monday's close refused — as SOXX holds 505 and XLK confirms a second close below its 50-day.
- Mon, Aug 24 Asia sells off into the week's four-clock wait — KOSPI drops 2.60%, and oil refuses to pay the Iran headline
- Sat, Aug 22 Lighter Into the Print, and a Year More Time on NVDA
- Fri, Aug 21 The buyback rally fades and the 30-year pushes back to 5.25%, but crypto answers louder — Bitcoin above 75,000 toward its best week since March 2024, BITW breaks a year-long wedge, and the yen's first falsifier line goes live at 158.83
- Thu, Aug 20 The Treasury buys duration with bills, hard assets read it first — Bitcoin toward 70,000, gold through 4,400, as the minutes turn hawkish and Korea answers its crash with a buyback
- Wed, Aug 19 The day after the wire, the tape breaks — Korea's sidecar night, dollar-yen back under 159.5, and the sovereign tell reads equity-led
- Tue, Aug 18 The wire breaks — dollar-yen clears 159.5 overnight, and Fabrinet's clean beat gets sold into the print
- Mon, Aug 17 Two tells turn against the tape — IEF's reclaim fails and dollar-yen holds within half a yen of the wire
- Sat, Aug 15 Options Diary — Everything Got More Time, Except the One That Didn’t
- Fri, Aug 14 A buyer steps into the software discount — Silver Lake circles Workday while AMAT's beat gets charged after dark
- Thu, Aug 13 Challengers paid, champions sold — Seoul enters a bull market as the rotation shows its hand
- Wed, Aug 12 The counter-test gets paid — CoreWeave +16% overnight as Seoul melts up into CPI
- Tue, Aug 11 Seoul extends the reversal into a shut Tokyo — and the bond coil breaks its line on CPI eve
- Mon, Aug 10 Tokyo reversed the silent selling overnight — Seoul joined, then faded at the close
- Fri, Aug 7 The AI-opex trade got paid overnight — and the bond veto quietly broke at the close
- Thu, Aug 6 Asia's whole AI trade topped in one week in June — memory was only the trigger
- Wed, Aug 5 Best session in months — and every big print that followed it got sold
- Tue, Aug 4 The referee bought it — Palantir +15% on a 93% quarter, while Korea's board splits in half
- Mon, Aug 3 The tailwind is gone — KOSPI gives back 5.2%, the yen gets ¥8tn of help, Palantir referees tonight
July 2026
- Fri, Jul 31 The seller had a deadline — Hynix limit-up, KOSPI +16%, AWS accelerates to 37%
- Thu, Jul 30 AI Capex — Two Raises, One Rule
- Wed, Jul 29 Korea crashes again, Iran strikes — and Advantest raises its year 35%
- Tue, Jul 28 The KOSPI Is a Semiconductor Index Now
- Mon, Jul 27 Kimi K3: The Gap Went Task-Specific
- Fri, Jul 24 Agentic AI: The Orchestration Knock Out
- Thu, Jul 23 The Data Center Isn't Shrinking — Its Center of Gravity Is Moving
- Wed, Jul 22 Show-Me Time — Crunch Hour for the Other Five of the Mag 7
- Tue, Jul 21 The Buy Lists Arrive — One Week After K3, the Street Reaches Past Semis
- Mon, Jul 20 Two Sessions to Decide the DeepSeek Question — Then Alphabet Speaks
- Fri, Jul 17 Semiconductors — Verdict Day: The Market Opens Below Every Line It Drew This Week
- Thu, Jul 16 TSMC Printed the Cycle's Best Quarter — the Tape Has Been Selling Records All Week
- Wed, Jul 15 ASML Printed No Bookings Line — Amsterdam Paid Up for the Capacity Instead
- Tue, Jul 14 IBM −23%: The Memory Squeeze Arrives in Enterprise Budgets
- Mon, Jul 13 Japan Just Put the Yen Carry Trade Back on the Screen
- Sat, Jul 11 One Core, Three Countries: The Global ETF Book Rebuilt
- Fri, Jul 10 Three Ways to Own the Memory Supercycle
- Thu, Jul 9 Rubin and the AI Indices — The Week Against the Year
- Wed, Jul 8 The Flip Inside Tech
- Tue, Jul 7 Semiconductors — Buy the Dip, or the Rotation at Last?
- Mon, Jul 6 Gold and Bitcoin — The Belief Lines Hold: A Bounce, Not a Bottom?