Fail Cascade

@FT Nintendo went from 50x fwd earnings back down to 25x. Maybe, just maybe investors were just all too in love with the company a year ago? Still plently expensive even after a 50% drawdown, just not totally crazy anymore. Low median P/E last decade was around 15x 🤷‍♂️

Everyone loves Nintendo — except investors ft.trib.al/xYsopNn

@agnostoxxx Etiquette! 🙃

Market closed. War resumes in 3,2,1…

@SpecialSitsNews Italy refused use of Sigonella air base for Iran operations a month ago because the US didn't bother adhering to the treaties that require seeking prior authorisation and instead kicked off a major war without telling any of their allies (other than Israel of course)

Trump says he isn't happy with the latest proposal from Iran. Says these negotiations "are not getting there right now." His main points via Newsquawk: A) Iran wants a deal, but I am not satisfied. B) Iran has no military left. C) Talks with Iran are by phone. D) Made strides in talks with Iran. E) Not sure we are going to get to a deal. F) Not happy with Italy or Spain on Iran. (thought we were friends with Italy, what happened?) G) Iran leaders do not get along with each other.

@SpecialSitsNews Maybe? It's not like I have some kind of insider knowledge about how the Iranian Navy works, but I suppose a country that manages to build hypersonic glide vehicles for ballistic missiles can rig up some kind of underwater tracking and remote-release for a mine-deployment harness

@failcascade And to deploy them exactly where they need them to be?

Haha since when did Polymarket do parody

$PS now up 50% in two days since everyone was laughing at the IPO rugpull 🤷‍♂️

Everyone making fun of Ackman yesterday, today $PS is up 25% (was almost 40%)

@StockMarketNerd Chart going up: no multiple to high, next bajillion dollar business for sure. Chart going down: no multiple to low, straight to bankruptcy - everyone knows that. 🤷‍♂️

The world has been waiting for the software sector to get cheap for years & years & years. Now that it has? Despite resilient fundamental health & upbeat forward looking commentary? All you hear is reasons why it deserves to be cheap & shouldn’t be touched.

Tariffman is back and stonks couldn't care less 🤷‍♂️

@ecommerceshares If only $AAPL wasn't already priced as a hypergrowth stonk. Still looks quite expensive to me 🤷‍♂️

$AAPL at +17% revenue growth, accelerating, with record cash flow & EPS, and a strong +14-17% guide. I was told by nincompoops that Apple had gone ex-growth. Instead we got growth many companies would simply kill for. Funny! Thank you, Tim Apple. You’re one of the true GOATs.

@jedimarkus77 I think I've seen Chinese suppliers advertise up to 60 km / ~35 miles of fiber-pods not too long ago. I'm sure those were just for... uhm... strictly recreational use by, uhm... long range video drone enthusiasts? Yeah, that's it. For those guys!

I did not know about this wsj.com/world/middle-e…

@Biohazard3737 What happened, other than being stuck in a software-basket and getting its multiples crushed instead of being in an AI-cybersecurity-quantum-defense basket and getting infini-bid to the moon? Quick glance at the fundamentals makes it look rather cheap now?

@Ren_aramb @Nerd_0ne "micro" as in 1.5T for those two alone... alrighty then, carry on, nothing to see here.

@Nerd_0ne Micro bubbles are the honest take.

To think people are expecting the bubble to pop like it did in the dot com era Today’s Mag 4 P/E ratios: $META – 16x $GOOGL – 17x $AMZN – 24x $MSFT – 25x Dot-com bubble peak P/E ratios: Microsoft – 73x. Cisco – 200x+. Yahoo – 800x. The Nasdaq as a whole traded at a P/E of 200 at the peak of the dot-com bubble. Today’s “bubble” is trading at 16-25x earnings on companies generating hundreds of billions in real free cash flow. Today we have the most profitable companies on earth, $MSFT $GOOGL $META $AMZN reported beats on earnings, and you think we are in a bubble.

Panic-buy into May and go away... or something like that 🙄

What's up with the hate-selling of $BBW? Momentum monkeys went crazy on the way up and now we're doing the same thing on the way back down?

@Investor_NICK_ Turns out, when gamers can't afford RAM, VRAM or NAND anymore and are just pissed beyond measure at all things AI... that's kinda bad for gaming revenue. Who knew?

Not in the video game scene anymore other than tracking GTA VI but is Xbox actually dead???

@spotgamma @agtrader ... and we closed basically flat

@failcascade @agtrader fomc means nothing anymore

🚨Broken: 0DTE straddle is 50bps

Oil up almost 10%, SPX trying to close flat because of course 🙄

@agtrader @spotgamma Can't have any volatility ahead of the big four reporting after the close 🤷‍♂️

@spotgamma with oil at 103!

@SpecialSitsNews To be fair, he did warn everyone that there would be so much winning they'd get tired of winning... 🙃

US INTELLIGENCE AGENCIES ARE ASSESSING HOW TEHRAN MIGHT RESPOND IF TRUMP SIMPLY PROCLAIMS VICTORY IN THE CONFLICT.