Kaiser
Swing trading
Swing trader focused on tech, semis, AI, and security.
About
Swing trader focused on tech, semis, AI, and security.
Posts by Kaiser
Bear Thesis for Fall ‘26
🔒 MembersCalm before the storm: August felt calm because it was structurally calm. Everyone hedging the fall calendar (CPI, FOMC, election risk) bought…
Thesis
Morning Biscuits - August 26
Big reaction day, get your plan ready! PCE, GDP and durables at 8:30. $NVDA earnings after close. Let the print hit, then follow @TK_StockTalk…
Commentary