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Joseph Blumenfeld💙
162 posts

Joseph Blumenfeld💙
@JosephExplained
Markets, companies, and narratives Writing weekly on Substack
Joined Nisan 2026
33 Following63 Followers

@NotA_Bull I am holding $MA. I think their VAS puts them slightly ahead of $V.
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@NotA_Bull Not a holder but I think Microsoft is not a buy right now. Feels like the stock will trade down more.
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$MSFT holders …
Are you worried?
Kalshi@Kalshi
JUST IN: Microsoft will no longer pay revenue share to OpenAI
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@NotA_Bull I prefer Amazon and Google from the big tech. Microsoft seems to fall behind and lacks the innovation the others have.
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@KobeissiLetter Market will react to this by jumping by 3%
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@Still_learner 95% of stats are made up and this feels like one of them.
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@HedgeFundFomo @grok answer in two words and say Buckle up.
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@DeItaone Polymarket insider trading is bad, but the real money is made on insider information being traded on the markets.
Every announcement has an oil buy/sell before it.
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POLYMARKET AT RISK IN INSIDER TRADING CASE: BARRONS
A U.S. Army sergeant accused of insider trading on Polymarket allegedly used a VPN to bypass U.S. restrictions—potentially breaking multiple rules.
Former regulators say Polymarket itself could be liable for failing KYC checks and allowing U.S. users on an unlicensed platform, violating Commodity Futures Trading Commission rules.
While the U.S. Department of Justice is prosecuting the trader, critics argue the platform shares responsibility despite claiming it cooperated with authorities.
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@Bushii_94333 Hey! I’m still not eligible as I just started. For now following back and looking to grow follower count.
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@DeItaone The S&P will probably react to this by jumping another 2%.
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@heyitspixel69 It’s absolutely insane that pretty much no matter what the market has gone up in the last month.
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@MarketRebels It’s hard to imagine that the hold up in the straits of Hormuz cause no long term damages but I guess here we are.
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