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Prim
68 posts
@FundasyInvestor @orrdavid I think the better trade is to short $ESLT, the israeli defense stock. The financial/software trade is linked to AI/private credit issues.
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@christi10006880 @AverageDipBuyer The calendar is public. Inclusion is 20th, and announcement is made 2 weeks ahead of time i.e. 6th AH. Stop engagement farming,
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Watch everyone act shocked tomorrow when $SoFi gets added to the S&P 500 and the stock rips 15%.
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@Dallasvlla9901 Agreed, this has to be it. It has taken too much punishment.
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@logicalself trump likely tries to bottom Israel coin here, I’ll never buy it again
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@logicalself
I’m literally banned from sending DMs….
For 2026 the best performing stocks will be $zumz $zbio $dsgn $dis and a secret one RAK$
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@logicalself
X is blocking me from dm’ing you and others rn hmmmm
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@logicalself @misterrcrypto Remember he won’t be talking to us he’s talking to the hiring directors at Carlyle group
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🇺🇸 Powell will do a speech on Monday the 1st of December.
The same day QT is set to stop.
Prepare for volatility!
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@logicalself Oh and btw, I’m 10000% certain the fed cuts in December because Powell is about to be back on linkdin and he doesn’t want his last job to be crashing the market
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@logicalself What people don’t realize is this is a test of the fed not saylor
If the fed responds then saylor lives, it’s groundhogs day
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@logicalself When we are 50 there will be the inverse Tom etf not the inverse Cramer etf
And Barron trump will be pelosi
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To me Tom Lee has all the signs of a fraud
A new generation Cramer is born folks, come one come all
Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat
To me, the weakness in crypto has the all the signs - of a market maker (or two) with a major “hole” in their balance sheet Sharks circling to trigger a liquidation / dumping of prices $BTC Is this pain short-term? Yes Does this change the $ETH supercycle of Wall Street building on blockchain? No PS: this is not a time to use leverage. Don’t get liquidated
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$32M on $NVDA Short-dated Single-Leg Calls on Friday.
Positioning ahead of earnings on Wednesday?
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@obsidiancap1 @quantian1 @itsDanielWu The curse of the Al chip 500 ETF. If he doesn’t involve GPUs and OpenAI, then it cannot be real.
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Why does APP deserve a LOWER multiple for NOT being more capital intensive all else equal? That doesn’t make sense. Their advantage is having absolutely dominant share in mobile game advertising and having more data than anyone else in the space which they utilize to drive the best ad matching and return for advertisers.
I know everyone loves capex now but damn the pendulum has really swung huh
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>$1.4 billion of revenue this quarter
>$3.2 billion incremental share buyback authorization
GIF
AlphaSense@AlphaSenseInc
$APP Earnings: - Revenue: $1.4 billion - Diluted net income per share: $2.45 - Net cash from operating activities was $1.05 billion and Free Cash Flow was $1.05 billion for the third quarter 2025. - Given our continued confidence in the Company's future, our board of directors has increased our share repurchase authorization by an incremental $3.2 billion, increasing our total remaining share repurchase authorization to $3.3 billion as of the end of October. research.alpha-sense.com/?docid=PR-03fd…
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