B. Funk

I feel like 2026 will be a lot like 2025. AI will continue to grow, while bottlenecks in power and chips continue. Everyone will scream bubble, but there isn’t one. Lots of volatility, so no need to chase. My horses are: Tier 1 $CRCL $NBIS $AMZN $MELI Tier 2 $PCT $PATH $TE $RH Tier 3 $MSOS $SUUN $RDW $ASPI Shorts, if I shorted $SLV Just like always…I won’t own these all year, I’ll trade in and out, but if I couldn’t trade, I’d hold these all year.

@HolySmokas $CRCL

You are forced to go ALL IN 1 stock for the next 36 months… what stock you picking?

@MorningBrew It’s called pricing power.

Price of a Standard (No Ads) Netflix plan: • 2011 $7.99 • 2014 $8.99 • 2015 $9.99 • 2017 $10.99 • 2019 $12.99 • 2020 $13.99 • 2022 $15.49 • 2025 $17.99 • 2026 $19.99 Up 150% over 15 years.

@KrisPatel99 $GOOGL multiples didn’t get to 12x. 16-18x.

$META No one is going to want to hear this but... the likelihood of $META earnings multiples compressing to 10-12x is possible. The court case losses that happened the last 2 days are a big risk to $META's business model and could take years to litigate. Zuckerberg was seen speaking to multiple congressmen recently. My guess would be to create or support legislation that supports the strengthen of section 230 protections. x.com/mychaelschnell… That overhang is likely to impact what investors are willing to pay. This happened to Google during the search monopoly trials and multiples didnt re-expand until the situation was finally resolved.

@BaseballBros @BatterUp_app

Are you able to name this player?🧐 @BatterUp_app

Since Canada won’t become our 51st state, maybe Trump will have Iran, Venezuela, and Cuba be 51, 52, and 53. They’re more likely to vote Republican anyway.

Turns out… we had no cards after all. -> Indexes from $SPY are down -5% -> Individual stocks from $HOOD and $RDDT are down worse 40%+ -> Rare earths supply chains needed for robotics or AI are a mess. -> We’re fighting with our allies from Canada and Europe that supply us with all the important materials for frontier supply chains (hint: America has no domestic refineries for many of these) -> Iran situation is now a mess -> Main beneficiaries are Oil companies and War contractors -> Russia is happy from Oil sanctions being lifted -> Hyperscalers are pouring all their reserves into AI capex, with China reaping all the benefits from distillation. (No KYC endpoints) -> Wealth gap keeps increasing, people living paycheck to paychecks, and mass layoffs are likely to happen as AI disrupts jobs. Then as a side quest, people in the family are enriching themselves through memecoin launches then selling the industry out to big banks. Can we at least secure our supply chains and frontier technologies first before we likely start a ground invasion of Iran? I’ll always be bullish on America but these are some of these dumbest series of decisions I’ve seen. WTF is even happening?

@biancoresearch lol…FFF are idiotic. Wrong every year around this time. Last two years no cuts got priced in and we had 4 each year. This year will be no different

An October rate HIKE is back above 50%

Did he just sing the national anthem wrong. Figures for a Mets game.

Only thing worse that watching the @Yankees play is watching the @Mets play.

@CodifyBaseball Now do Game 6 of the ‘95 World Series with Glavine

Let's just say that Game 5 of the 1997 NLCS would have been a bit different with an ABS Challenge System.

The market is finally realizing that oil stocks should never have been trading at such low valuations. Between Ukraine/Russia and now Iran, I think you’ll see a permanent rerating. Oil may come down after this all ends, but stocks like $PBR won’t trade at 5x earnings any longer.

@zerohedge The headline should actually be that $APP is taking $META market share, so $META is trying to fight back.

*APPLOVIN SHARES FALL AS MUCH AS 9% AT THE OPEN

Hey, @MLB your new score page is terrible.

@anthonynoto @DataDInvesting Reasonable compromise? What did the banks give up? Nothing. Until stablecoins can offer a yield there should be no deal. Compete on your own merits, not government protection.

Senate Banking Committee leadership and the White House have been working incredibly hard to reach a compromise on payment stablecoin yield/rewards. The current language around yield is a strong step forward towards getting the Clarity Act over the finish line. It's a fair and reasonable compromise but most importantly it will make crypto permissibility for banks a law not an interpretative letter. We need a durable regulatory environment for digital assets and all players involved. Don’t let any one entity divide you. At this point (there is no tomorrow) you must lead from the front and not let any company stand in your way. By uniting together now, we can help drive forward safe and reliable digital asset adoption. United you stand! @berniemoreno @SenThomTillis @SenatorTimScott @patrickjwitt @DavidSacks @SenateBanking @SenLummis @MarkWarner

@pepsi Coke + Pizza

name a better combo than Pepsi + pizza. we’ll wait.

@carlquintanilla Carl, looking for a similar tweet from March 2022, but can’t find one. Wonder why?

We can’t afford gas.

@citrinowicz @biancoresearch “Increasingly convinced it is winning” That’s their ultimate downfall.

This is yet another piece of evidence that Washington still doesn’t understand the shift Iran has gone through during the war. The regime today is more radical, less centralized, and increasingly convinced that it is winning, which means it believes it can dictate the terms of how this conflict ends. That leaves Trump with two real options: Either de facto surrender a ceasefire without a deal, or an agreement shaped around Iran’s demands or a major escalation, with severe consequences for the global system and the international economy. This is the direct result of a campaign built on flawed assumptions — especially a fundamental misreading of Iran’s resilience. Iran is not Venezuela. There is no Delcy Rodríguez waiting in Tehran. And there is no silver bullet for the Iran problem. Period.

@zerohedge Expanding when ratings are plummeting. I'm sure thinning out the level of play with 24 more players will help. RIP @NBA

NBA Backs First Expansion in 20 Years With Las Vegas, Seattle

x.com/zerohedge/stat… Well, that didn’t take long

@investandcreate @AustinsStocks @grok Yes, and that is the opportunity here.

@B_Funk_ @AustinsStocks It literally is due to CAPEX. Classic example too. @grok can confirm

If everyone is saying that Anthropic could eat software and everything else, then why is $AMZN stuck in reverse when they have a 15-20% stake in the company valued around $60 billion, and Anthropic uses AWS and their chips? Make it make sense