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Portfolio Armor

@PortfolioArmor

Our trading blog: https://xitter.cf/t.co/FQkYPIpAVz Our hedging app: https://xitter.cf/t.co/qkepkztNxR

portfolioarmor.com/
Joined March 2011
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  • Followers4.5K
👻 AI's Pre-Halloween Massacre Trading the week that was. zerohedge.com/news/2026-10-3…
AI's Pre-Halloween Massacre

AI's Pre-Halloween Massacre

Trading the week that was.

zerohedge.com
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Substack version, where the preview image didn’t take: blog.portfolioarmor.com/p/ai…
AI's Pre-Halloween Massacre

AI's Pre-Halloween Massacre

Trading the week that was.

blog.portfolioarmor.com
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A subscriber comments on $GMAB
Image from Portfolio Armor (@PortfolioArmor)
Portfolio Armor (@PortfolioArmor) profile picturePortfolio Armor
@PortfolioArmor17h
🚪 Exits, 10/30/2026 How we did on the trades we exited this week in $VSAT, $GMAB, $SLB, $BCAX, and $AXTI Full transparency, as always. blog.portfolioarmor.com/p/ex…
Exits, 10/30/2026

Exits, 10/30/2026

How we did on the trades we exited this week.

blog.portfolioarmor.com
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Thanks, Granny.
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Portfolio Armor (@PortfolioArmor) profile picturePortfolio Armor
@PortfolioArmorOct 30
📉 Protecting Your Portfolio From Days Like This Solutions for risk-averse investors. $INTC blog.portfolioarmor.com/p/pr…
Protecting Your Portfolio From Days Like This

Protecting Your Portfolio From Days Like This

Solutions for risk-averse investors

blog.portfolioarmor.com
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🚪 Exits, 10/30/2026 How we did on the trades we exited this week in $VSAT, $GMAB, $SLB, $BCAX, and $AXTI Full transparency, as always. blog.portfolioarmor.com/p/ex…
Exits, 10/30/2026

Exits, 10/30/2026

How we did on the trades we exited this week.

blog.portfolioarmor.com
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There’s always a bull market somewhere. $INO
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Bussin Science Investor (@BussinBiotech) profile pictureBussin Science Investor
@BussinBiotechOct 30
$INO gets the approval fda.gov/news-events/press-an…
FDA Approves First Plasmid DNA-based Immunotherapy for Adults with Recurrent Respiratory Papillom...

FDA Approves First Plasmid DNA-based Immunotherapy for Adults with Recurrent Respiratory Papillom...

The U.S. Food and Drug Administration today granted accelerated approval for Voceryq (doruxapapogene ralaplasmid and lalikinogene sifuplasmid-gxfd) for treatment of adults with recurrent respiratory...

fda.gov
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📉 Protecting Your Portfolio From Days Like This Solutions for risk-averse investors. $INTC blog.portfolioarmor.com/p/pr…
Protecting Your Portfolio From Days Like This

Protecting Your Portfolio From Days Like This

Solutions for risk-averse investors

blog.portfolioarmor.com
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Zero Hedge version: zerohedge.com/news/2026-10-3…
Protecting Your Portfolio From Days Like This

Protecting Your Portfolio From Days Like This

Solutions for risk-averse investors

zerohedge.com
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🤖 AI Is Eating The PC AI’s memory feast is starving the PC market. zerohedge.com/news/2026-10-3…
AI Is Eating The PC

AI Is Eating The PC

AI’s memory feast is starving the PC market.

zerohedge.com
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🚨 Biotech Tailwinds And Our Next Top Name Regulatory momentum, faster research, and the system that flagged Glaukos last month. $GKOS blog.portfolioarmor.com/p/tr…
Trade Alert: Biotech Tailwinds And Our Next Top Name

Trade Alert: Biotech Tailwinds And Our Next Top Name

Regulatory momentum, faster research, and the system that flagged Glaukos last month.

blog.portfolioarmor.com
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🧬 Tech Slumps. These Biotechs Rip. While $INTC is getting clubbed now, $GKOS, $REPL, $GMAB, and other biotechs we’re trading have ripped. zerohedge.com/news/2026-10-2…
The Risk-On Trade Is Waking Up

The Risk-On Trade Is Waking Up

Biotech surged, AI names rebounded, and our research is starting to pay off.

zerohedge.com
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Portfolio Armor retweeted
Swan (@AndySwan) profile picture
Swan
@AndySwanOct 29
Hand the keys to your mother. Your nephew. Yourself at midnight. FSD (Supervised): 6 million miles between major collisions. The average American driver: 660,000. That isn't a gadget. That's how you guard the people you love. $TSLA
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🚨 Biotech’s Risk-On Turn Recent winners are rallying ( $GMAB, etc.). Three new healthcare trades are teed up. blog.portfolioarmor.com/p/tr…
Trade Alert: Biotech’s Risk-On Turn

Trade Alert: Biotech’s Risk-On Turn

Recent winners are rallying. Three new healthcare trades are teed up.

blog.portfolioarmor.com
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Zero Hedge version: zerohedge.com/news/2026-10-2…
The Risk-On Trade Is Waking Up

The Risk-On Trade Is Waking Up

Biotech surged, AI names rebounded, and our research is starting to pay off.

zerohedge.com
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Congrats to everyone in biotech land today (us) except for those who were long $BCAX (also us).
Image from Portfolio Armor (@PortfolioArmor)
Portfolio Armor (@PortfolioArmor) profile picturePortfolio Armor
@PortfolioArmorOct 28
🚨 Taking Profits Big moves in biotech and AI today. Took some profits. $GMAB, $AXTI, $PRME, $REPL, $TWST blog.portfolioarmor.com/p/tr…
Trade Alert: Taking Profits

Trade Alert: Taking Profits

Big Moves In Biotech (and AI) today.

blog.portfolioarmor.com
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🚨 Taking Profits Big moves in biotech and AI today. Took some profits. $GMAB, $AXTI, $PRME, $REPL, $TWST blog.portfolioarmor.com/p/tr…
Trade Alert: Taking Profits

Trade Alert: Taking Profits

Big Moves In Biotech (and AI) today.

blog.portfolioarmor.com
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🚨 Betting On An AI Earnings Rebound Following Celestica’s example with an asymmetric earnings bet. $CLS blog.portfolioarmor.com/p/tr…
Trade Alert: Betting On An AI Earnings Rebound

Trade Alert: Betting On An AI Earnings Rebound

Following Celestica’s example with an asymmetric earnings bet.

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Zero Hedge version: zerohedge.com/news/2026-10-2…
Betting On An AI Earnings Rebound

Betting On An AI Earnings Rebound

Following Celestica’s example with an asymmetric earnings bet.

zerohedge.com
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🚨 An AI Bottleneck Into Earnings Customer commitments and accelerating margins support a bullish earnings exception. blog.portfolioarmor.com/p/tr…
Trade Alert: An AI Bottleneck Into Earnings

Trade Alert: An AI Bottleneck Into Earnings

Customer commitments and accelerating margins support a bullish earnings exception.

blog.portfolioarmor.com
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🛰️ Is Elon Trying To Crash The Neoclouds? His warning about rivals doubles as a pitch for SpaceX. $SPCX $CRWV $NBIS $IREN $WULF blog.portfolioarmor.com/p/is…
Is Elon Trying To Crash The Neoclouds?

Is Elon Trying To Crash The Neoclouds?

His warning about rivals doubles as a pitch for SpaceX.

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Zero Hedge version: zerohedge.com/news/2026-10-2…
Is Elon Trying To Crash The Neoclouds?

Is Elon Trying To Crash The Neoclouds?

His warning about rivals doubles as a pitch for SpaceX.

zerohedge.com
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