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Hello, my friend!
Apologies for the later-than-usual note today.
The major catalysts we were tracking shifted from the morning session to later in the day, so I waited to deliver the most accurate picture possible.
Here’s what matters right now:
3:00 PM EST - President Trump is scheduled to speak. Traders should prepare for comments on trade policy, tariffs, and the economic agenda. These remarks can spark immediate moves in futures, the dollar, and risk assets.
After the Bell:
• 4:00 PM – Alphabet (Google) Earnings Call
• 4:05 PM – Tesla Earnings Call
Two mega-cap tech giants reporting back-to-back. Wall Street will be closely watching Tesla’s progress in energy storage and robotaxi developments, while Alphabet faces important questions around AI capital expenditures and search monetization.
📈As prop traders, these post-close events often set the tone for tomorrow’s open. I’ll follow up with key levels and reactions in tomorrow’s note.
Make sure you have a trusted partner to call out these key market events with.
As many of you see in my own process with Purdia, I’m constantly partnered up - speaking my analysis, levels, and thought process out loud in real time.
Anyone interested to trade with the firm - discount code: TDI
That external voice keeps me focused and accountable. Isolation in this game is dangerous.
When you’re trading alone, there’s no one to confirm or challenge your ideas, which can quietly stall your progress and amplify emotional decisions.
Having a like-minded accountability partner - or even a small circle of them - dramatically sharpens your thinking, reduces second-guessing, and brings greater confidence.
Here are three credible stats that drive this point home:
▷ 46% of entrepreneurs struggle with feelings of isolation and loneliness.
(Wordmetrics.org Entrepreneur Burnout Report 2024)
▷ Entrepreneurs who experience high levels of loneliness show significantly higher business exit intentions due to reduced passion and increased burnout.
(Journal of Business Venturing Insights, 2023)
▷ Accountability partner raises your chance of reaching a goal from 65% to 95% when you schedule regular check-ins.
(American Society of Training and Development)
🙌If this resonates with you, my friend, take action. Find that partner.
You already have a take on which AI lab ships next.
Claude or Gemini? OpenAI or Anthropic? GPT-7 before year-end or not? If you read tech newsletters, you've already formed opinions on all of it.
Kalshi has real-money markets on which AI model leads benchmarks this week, which lab ships AGI first, when Anthropic releases Mythos, whether OpenAI raises ChatGPT pricing, and which company has the best coding model at year-end. These aren't abstract questions — they're live markets with real money on both sides, moving as labs ship, benchmarks drop, and announcements land.
The edge belongs to whoever actually follows this space. Not the casual observer — the person who reads model cards, tracks evals, and notices when a new release outperforms the field before the mainstream press catches up.
That person has a genuine edge. If that's you, Kalshi lets you act on it.
Stay sharp, manage your risk, and let’s navigate them with discipline.
Chat soon,
Steve B
Founder, The Daily Impulse
Important Disclaimer:
This newsletter is for educational purposes only and does not offer financial or investment advice. It should not be taken as a recommendation to trade assets or make any financial decisions. I am not a registered investment advisor, broker, or licensed financial professional. Please be cautious and ensure you conduct thorough research or consult with a financial professional before making any investment choices. Trading and investing involve significant risks, including the potential for substantial financial loss.
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