The Trading Addict · Issue No. 91 · Tuesday September 29, 2026

A Fence Around the Fastest AI

NVIDIA just launched a platform built to put enforceable boundaries around autonomous AI agents. We break down why that matters, plus the infrastructure bottleneck plays quietly riding the AI buildout, an Intel 5% slide, the Math Makes Money team, a Y2K market tidbit, today's winners and losers, earnings calendar, sector heatmap, and Day 237 numbers.

The Trading Addict Newsletter · by Maria Helmick

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The Trading Addict

Issue No. 91 • Tuesday September 29, 2026

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In This Issue

NVIDIA's New AI Safety Platform — A fence around the fastest AI. Maria's BL inside. Jump to this story →

42 Capital Fund — Accredited investors: learn more about our fund. Jump to this story →

The Next AI Winners May Be Hiding in the Bottlenecks — CRDO, MOD, CLS, CIEN, COHR and the infrastructure plays behind the AI buildout. Jump to this story →

Intel Slides 5% — What Happened? — INTC gave back some of its 28% monthly run as rates jumped to a 2007 high. Jump to this story →

Math Makes Money · 40,000 Trades. 11 Months. — Go inside our SPX strategy. Nick Battista + Rob Helmick. Jump to this story →

When the Clock Struck 2000 — Today's market tidbit. Jump to this story →

Today's Big Winners & Losers — U.S. market scorecard, Monday September 28. Jump to this story →

Earnings Calendar — The weeks ahead at a glance, Sept. 30 through late October. Jump to this story →

Tech + Semiconductor Heatmap — Sept. 28 close vs. Sept. 25 close. Jump to this story →

Day 237 · Mon Sep 28 Trading Update — $1M −$11,679 (155 tr) cum $701,181 (+70.12%). $30K +$215 (22 tr) cum $23,481 (+78.27%). Jump to this story →

Today's Live Show — Watch Rob and Nick on YouTube — 9:15 AM & 3:15 PM ET. Jump to this story →

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Meet Nick Battista

A former tastylive host and now a full partner in Math Makes Money, Nick built his teaching approach around the questions traders actually ask. On Options Trading Concepts LIVE, he worked through options concepts with viewers in real time.

Members get that same practical approach through live discussions, instruction, and direct access for questions. Bring a trade, a setup, or something you do not understand, and work through it with someone who knows the options market.

Meet Rob Helmick

Rob began trading stocks in 1985 and moved to full-time options trading in 2020. He was an attorney, the Founder and CEO of eCollege.com, which he took public and retired at age 42. He brings decades of market experience and a background in business and technology to his trading.

His SPX bot grew out of millions of backtests examining entry times, premium target, exit, stop loss settings, and many other variables. He turned those findings into programmed trading rules, trades the strategies himself, and continues to monitor and review their performance daily.