The Cleanest Setup
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One desk. The names we’d size, and the files behind them.

We are tactical, catalyst-driven hedge fund traders focused on research set ups.

Every weekday: the letter with the names we'd actually size — and the library under it. The deep writeup, the initiation, the dated catalysts, the options. Searchable by ticker.

Today's letter is on the desk.

The Cleanest Setup · Ranked open

META, rank 1 of 5, Long, Highest conviction

Muse still #1 in the App Store; record 264k downloads; Connect opens Wednesday.

CIEN, rank 2 of 5, Long, High conviction

Evercore to Outperform, $550 target; ECOC opens in Málaga today.

FN, rank 3 of 5, Long, High conviction

Initiation Outperform, $775 target; interconnect the #1 growth rail.

AMD, rank 4 of 5, Long, High conviction

Venice is the CPU the channel will pay for; 10% Q4 price hike held.

ONON, rank 5 of 5, Long, High conviction

On Labs Tuesday 08:00 ET in Zurich; long into the room.

Rank is size order for that open. Not a standing list.

META sat #01 the morning Connect week opened.

The live letter is on the desk, weekdays.

Open the originalSee the researchThe letter as it ran. House synthesis. Not a recommendation to buy or sell.

Filed Monday 21 September 2026 · as published

Start seven days 7-day free trial · card required, first charge after 7 days

Not a watchlist. Not a feed. Not a reprint desk.

On the record for that open. Then the next one.

The library

The letter ranks them. The library explains them.

Every name on the sheet sits on a file — the deep writeup, the initiation, the dated catalysts, the options around it. Searchable by ticker, title, or date.

Open the library →

On the record

The sheet, kept honest. Every letter ranked by its open-board return.

Rank 01 on the day, as printed on that morning's sheet — with the miss left in.

  • #1 of 202026-08-27+5.89%S&P -0.01%CRM led · Worst FSLR -1.82% · basket +1.72% · 9 names scored
  • #2 of 202026-09-09+13.35%S&P +0.00%TTAN led · Worst CHYM -3.33% · basket +1.39% · 15 names scored
  • #3 of 202026-09-22+7.89%S&P -0.03%SNDK led · Worst DGX -2.99% · basket +1.26% · 15 names scored
  • #4 of 202026-09-16+2.11%S&P +0.10%FPS led · Worst INTC -0.01% · basket +0.64% · 7 names scored
  • #5 of 202026-08-26+9.65%S&P +0.28%SMTC led · Worst INTU -6.92% · basket +0.63% · 7 names scored
  • #6 of 202026-09-21+4.62%S&P +0.19%META led · Worst NOK -3.28% · basket +0.36% · 19 names scored
  • #7 of 202026-08-31+7.61%S&P -0.15%ASND led · Worst TTWO -6.67% · basket +0.20% · 7 names scored
  • #8 of 202026-09-10+1.27%S&P -0.17%OPEN led · Worst META -1.47% · basket -0.04% · 5 names scored
  • #9 of 202026-08-25+0.03%S&P -0.06%AMD led · Worst CSCO -0.76% · basket -0.41% · 5 names scored
  • #10 of 202026-09-14+2.31%S&P +0.13%IREN led · Worst DFTX -5.63% · basket -0.67% · 4 names scored
  • #11 of 202026-09-08+1.55%S&P -0.21%SEI led · Worst GH -1.87% · basket -0.75% · 10 names scored
  • #12 of 202026-08-21+0.58%S&P -0.20%ABT led · Worst ROST -2.39% · basket -0.98% · 3 names scored
  • #13 of 202026-09-18+1.26%S&P -0.21%MU led · Worst XENE -8.46% · basket -1.02% · 16 names scored
  • #14 of 202026-09-01+0.58%S&P +0.00%OLLI led · Worst CIEN -2.95% · basket -1.25% · 10 names scored
  • #15 of 202026-09-17+5.06%S&P -0.25%CIEN led · Worst GNRC -7.30% · basket -1.38% · 16 names scored
  • #16 of 202026-09-15+3.87%S&P -0.08%RBBN led · Worst CRBP -15.96% · basket -1.56% · 13 names scored
  • #17 of 202026-08-28-0.11%S&P +0.00%ESTC led · Worst GAP -3.95% · basket -1.61% · 6 names scored
  • #18 of 202026-08-24-0.62%S&P -0.18%S led · Worst CRDO -3.04% · basket -1.79% · 4 names scored
  • #19 of 202026-09-02+0.03%S&P +0.08%MDB led · Worst GTLB -5.98% · basket -2.22% · 5 names scored
  • #20 of 202026-09-03+4.83%S&P +0.21%SMMT led · Worst WOOF -11.83% · basket -3.75% · 6 names scored

The seat

Seven days free. Then the plan.

The letter every weekday. The research under the names.

Month-to-month runs $600 a year. The year is $450 — $1.23 a day.

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Month $50 Month
Quarter House · $42.67/mo · Save $22 vs monthly $128 Quarter
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