Zero Noise Report

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South Korea's $1 Trillion AI Bet Ignites Chips and Data Centers — AeroVironment's 133% Revenue Beat Sends Drones Flying

Jul 1, 2026

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6 min read

South Korea's $1 Trillion AI Bet Ignites Chips and Data Centers — AeroVironment's 133% Revenue Beat Sends Drones Flying

Issue #18 · July 1, 2026 · Korea's $356B data center commitment and AVAV's 133% revenue beat drove the tape. All Signal. Zero Noise.

Zero Noise Report

SK Hynix’s $29B Broadside Torches the AI Stack — Capital Rotates Into Defense, Space, and Digital Health

Jun 29, 2026

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8 min read

SK Hynix’s $29B Broadside Torches the AI Stack — Capital Rotates Into Defense, Space, and Digital Health

Issue #17 · June 29, 2026 · Memory supply shock ripples through AI infrastructure; rotation into defense, space, and digital health. All Signal. Zero Noise.

Zero Noise Report

PCE Pinches Growth; AI Capex Signal Stays Green — But Not Everyone Gets the Memo

Jun 26, 2026

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7 min read

PCE Pinches Growth; AI Capex Signal Stays Green — But Not Everyone Gets the Memo

Issue #16 · June 26, 2026 · Inflation data weighs; PLTR hits 52-week low; quantum fades post-EO; VST leads. All Signal. Zero Noise.

Zero Noise Report

Apple Cuts the TSMC Cord While AI Infrastructure Posts Its Biggest One-Day Rout in Weeks

Jun 25, 2026

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5 min read

Apple Cuts the TSMC Cord While AI Infrastructure Posts Its Biggest One-Day Rout in Weeks

Issue #15 · June 24, 2026 · Semis break hard: TSM -6.7%, VRT -11%, AMD -5.8% while energy holds. All Signal. Zero Noise.

Zero Noise Report

AI Build-Out Extends; IBM Drops 5%, SpaceX IPO Reshapes Space Sector

Jun 22, 2026

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5 min read

AI Build-Out Extends; IBM Drops 5%, SpaceX IPO Reshapes Space Sector

Issue #14 · June 22, 2026 · AI chips rip pre-holiday as IBM flushes 5% on 3× volume. SpaceX's $75B IPO rewrites the space sector map. All Signal. Zero Noise.

Zero Noise Report

Trump Detonates the Chip Stack: Apple-Intel Shakes Semis as Oil Bleeds Out

Jun 19, 2026

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5 min read

Trump Detonates the Chip Stack: Apple-Intel Shakes Semis as Oil Bleeds Out

Issue #13 · June 19, 2026 · Trump's Apple-Intel announcement ignites a broad semiconductor surge as oil and defense rotate out. All Signal. Zero Noise.

Zero Noise Report

The AI Trade Splits: Chips Crack While Infrastructure Cleans Up

Jun 17, 2026

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5 min read

The AI Trade Splits: Chips Crack While Infrastructure Cleans Up

Issue #12 · June 17, 2026 · Chips slide as rotation lifts infrastructure. All Signal. Zero Noise.

Zero Noise Report

SpaceX Lands at $175 — ASTS and RKLB Absorb the Blast Radius

Jun 15, 2026

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4 min read

SpaceX Lands at $175 — ASTS and RKLB Absorb the Blast Radius

Issue #11 · June 15, 2026 · SpaceX's $1.75T debut triggers space-sector shakeout. All Signal. Zero Noise.

Zero Noise Report

The $1.78 Trillion Gravity Well: SpaceX's IPO Bends the Whole Tape

Jun 12, 2026

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4 min read

The $1.78 Trillion Gravity Well: SpaceX's IPO Bends the Whole Tape

Issue #10 · June 12, 2026 · Semis rip, space stocks stampede ahead of the largest IPO in history. All Signal. Zero Noise.

Zero Noise Report

Jun 10, 2026

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3 min read

The Dust Settles (Unevenly)

Issue #9 · June 10, 2026 · Gold rebounds, healthcare leads, megacap AI finds a floor — but space and drones still bleed. Quality heals first. All Signal. Zero Noise.

Zero Noise Report

Jun 10, 2026

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4 min read

Nowhere to Hide (Except One Place)

Issue #8 · June 8, 2026 · Friday's rotation became a rout — 19 of 20 names red, even gold fell. Only defense stayed green. All Signal. Zero Noise.

Zero Noise Report

Jun 6, 2026

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4 min read

It Looks Like Blood. It's Rotation.

Issue #7 · June 5, 2026 · Broadcom -12.6% drags the chips, but gold and defense catch the bid. The selloff is rotation, not breakdown. All Signal. Zero Noise.

Zero Noise Report