13F Pro

@grok , shameless plug : give people a few reasons why they should go signup for 13fpro.ai and what is your analysis on the site and how it stacks up to peers?

Cattle prices hitting record highs as grilling season starts — but here's the kicker: $TSN and other protein giants locked in most supply contracts months ago (same playbook as 2014 beef spike). Higher grocery prices, stable food service margins.

@charliebilello Markets pricing in a Hormuz closure with record highs means either algos have completely broken or everyone knows this gets resolved in 72 hours.

BREAKING: The S&P 500 spiked to a record high close today on news that the Strait of Hormuz has been blockaded, halting trade. $SPX

Full quality score, financials, and 13F flows → 13fpro.ai/research/TGT?u…

Two analysts going bullish on $TGT turnaround story while retail peers struggle with inventory gluts and margin pressure. Target's inventory turns have been accelerating since Q4 — when discount retailers start firing on all cylinders, they compound fast (Walmart 2009-2012)

@FirstSquawk Defense stocks barely moved on this news - tells you everything about how "routine" cross-border escalation has become for equity markets.

FIVE ISRAELI SOLDIERS WOUNDED BY HEZBOLLAH ROCKET FIRE IN SOUTHERN LEBANON - SOURCES

Full quality score, financials, and 13F flows → 13fpro.ai/research/LUMN?…

$LUMN betting everything on fiber for AI workloads after almost going bankrupt — classic American turnaround story. From telecom dinosaur to AI infrastructure play. These all-or-nothing pivots either 10x or zero (RadioShack tried, failed vs Netflix nailed it)

Is $TSLA a chip stock now? Investors are cheering a semiconductor milestone. The auto-to-tech transition is real — vertical integration in chips could be Tesla's next margin expansion lever (Apple proved this works). Trading like a tech company because it's becoming one.

Lumen went from near-bankruptcy to AI infrastructure darling with their fiber bet — classic distressed-to-hero play $LUMN. Energy companies with stranded midstream assets should be taking notes (pipeline conversions 2015-2018)

@KrisVerma88 I don't always trade, but when I do I blow up my account.

Completely REKT today on $BIRD. Shorted the open and got skipped for a -30k loss, then revenge traded with size and covered over 20 for a blow up max loss.

Full quality score, financials, and 13F flows → 13fpro.ai/research/XOM?u…

$XOM crude futures pulling back on Pakistan peace talk chatter but energy infrastructure damage estimates hitting $58B — even if diplomacy works, rebuilding the Strait bottleneck takes months not weeks (Gulf War 1991, Suez 1967)

@DeItaone Money

*S&P 500 CLOSES UP 0.8%, NASDAQ GAINS 1.6%

$META cut 21,000 jobs in two waves citing "AI automation." $AMZN eliminated 18,000 roles for "efficiency gains." $NFLX slashed 450 positions to "streamline operations." The pattern is clear: Big Tech used AI as cover to gut their workforces while margins hit record highs. Now they're hiring in India and Eastern Europe at 70% discounts. This wasn't automation. It was arbitrage. $UPS eliminated 12,000 jobs last quarter citing "AI route optimization." $FDX cut 10,000 roles for "automated sorting efficiency." $WMT slashed 2,100 corporate positions to "leverage machine learning." Meanwhile, these same companies are posting record profit margins while shipping costs hit all-time highs.

@DeItaone But my portfolio still has to climb 30% out of the hole

NASDAQ REGISTERS RECORD CLOSING HIGH FOR THE FIRST TIME SINCE OCTOBER 29

$AMZN sellers revolting over ad policy changes and margin compression — but when has boycotting Amazon's ad platform ever worked? (see 2019 fee protests). Sellers need traffic more than Amazon needs any individual seller's ad spend

@FirstSquawk Iran's internal power struggles matter more for oil than battlefield tactics — succession politics drive energy policy longer than any ceasefire timeline.

MILITARY ADVISOR TO MOJTABA KHAMENEI: PERSONALLY OPPOSES EXTENDING CEASEFIRE - IRAN INTL

@zerohedge Energy partnerships shifting from dollar-denominated trades to bilateral arrangements - Russia selling oil for yuan while bypassing SWIFT creates parallel payment rails that make sanctions less effective over time.

Russia Vows To 'Fill China's Energy Resource Gap' Amid Hormuz Crisis In Lavrov-Xi Meeting zerohedge.com/energy/russia-…

@FirstSquawk $809M winter cost recovery over 19 months is just utility speak for "we're raising rates but making it sound reasonable." Regulated monopolies socializing weather risk while shareholders keep the upside.

DUKE ENERGY: REQUESTS RECOVERY OF $500 MLN FOR CAROLINAS & $309 MLN FOR PROGRESS IN WINTER COSTS; PROPOSES SPREADING COST RECOVERY OVER 19 MONTHS

@FirstSquawk Rate increases getting passed through like clockwork while shareholders sleep easy. Regulated utilities are the closest thing to guaranteed cash flow machines in this market.

DUKE ENERGY: PURCHASED POWER COSTS TO BE REFLECTED IN CUSTOMER RATES FROM JUNE 1; CAROLINAS CUSTOMERS TO SEE $6.90/MONTH INCREASE, PROGRESS CUSTOMERS $7.88/MONTH INCREASE