The Trading Addict · Issue No. 93 · Thursday October 1, 2026

Micron's $54 Billion
Mic Drop

Micron's $54 billion mic drop. Plus Robinhood is building an AI trading desk right into its own app, the Math Makes Money team, what's really happening to FICO, the real Luckin Coffee story behind Chinese stocks, today's winners and losers, earnings calendar, sector heatmap, and Day 239 numbers.

The Trading Addict Newsletter · by Maria Helmick

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The Trading Addict

Issue No. 93 • Thursday October 1, 2026

→ Click here to read this newsletter online

In This Issue

Micron's $54 Billion Mic Drop — A blowout AI memory quarter, and why the stock barely moved. Jump to this story →

Robinhood Is Building an AI Trading Desk — All in one place. Maria's BL inside. Jump to this story →

42 Capital Fund — Accredited investors: learn more about our fund. 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 →

What's Really Happening to FICO? — Down 75%, but the market is repricing its mortgage moat. Jump to this story →

Behind the Ticker: China Edition — The Luckin Coffee fraud, the collapse, and the improbable comeback. Jump to this story →

Today's Big Winners & Losers — U.S. market scorecard, Wednesday September 30. Jump to this story →

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

Tech + Semiconductor Heatmap — Latest close vs. prior close. Jump to this story →

Day 239 · Wed Sep 30 Trading Update — $1M −$13,491 (196 tr) cum $688,955 (+68.90%). $30K −$165 (22 tr) cum $24,196 (+80.65%). 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 →

For more information, click here.

42CapitalFund.com →

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.