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Pin this one till year end. The Trump China Tariff Tape Bomb of 10/10/25

@jimcramer Jimmy Chill come on!!! It drops $600 a share in 24 hours and NOW u say something. Lmao. $CAR

Squeeze buster --AVIS

@zerohedge $CAR bottom is in!!!

@WallStreetMav Go WOKE go BROKE playing out IRL

Why is this news? Obsolete workers, with no real world job skills, usually struggle to find work and take a major pay cut. NBC “News” thinks this is worth writing about?

@AIStockSavvy Bye bye software :-(

🚨 Pre-market buzz! $QS $URI $MBLY $NOK $TXN $OKLO $HAS $CSX $STM $INTC $NFLX $AXP $LRCX $PHM $BX $LUV $TSLA $LMT $TMO $LULU $HON $IBM $CAR $SMCI $NOW $MEDP $ASGN

@AIStockSavvy Hahahah this is hilarious in so many ways.

$CAR | 𝐀𝐯𝐢𝐬: JPMorgan 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐭𝐨 𝐔𝐧𝐝𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟔𝟓 Analyst sees valuation stretched beyond fundamentals after short-squeeze rally, despite higher PT reflecting capital markets optionality

@DeItaone How do we know? How do we find out?

U.S. DEFENSE DEPARTMENT SAYS FORCES INTERCEPTED AND BOARDED SANCTIONED STATELESS TANKER “MAJESTIC X” IN THE INDIAN OCEAN CARRYING IRANIAN OIL

@bespokeinvest Top!

The S&P 500 rose more than 1% yesterday even though more stocks in the index were down than up.

@DivesTech comments? $NOW

Has @DivesTech commented on $NOW yet? That W and conf call might have been the death kneel for the software trade $IGV about to go retest the lows.

@IGN There’s is a damn Assassin’s Creed game every 6 months it seems like and 90-% of them are shit.

Ubisoft's pricing for Assassin's Creed Black Flag Resynced has leaked, with the game also getting a $200 special edition. bit.ly/4vJlqo2

The SPLC placed all these mainstream conservatives on their "hate map" and "extremist list." Right alongside the the neo-Nazis and Ku Klux Klan members they were secretly funding.

@TomLeeTracker @KirasEpicTrades Oh this is GOSPAL Just like ETH 12,000 and BTC 150,000 by January 2026 Oh wait? What? He was dead wrong? Beyond dead wrong? @fundstrat is NOT a fortune teller. No one is.

TOM LEE SAYS A BIG DRAWDOWN IS COMING THEN THE RALLY OF OUR LIFETIME - 10 of 13 new Fed chairs triggered a 10%+ drawdown in year one - S&P on path to 7,300 then a decline that will feel like a bear market - After that, we could see one of the strongest rallies of our lifetime

@KobeissiLetter you seeing anything that hit around 8pm ET they caused the huge spike bottom in ES futures? @markflowchatter

@DanielTNiles RAISE CASH!!

$NOW lowering margin guidance will be an important test. Those that think AI disintermediating software is an over-done theme has helped push $IGV (software ETF) from -37% to a 52 wk low to +19% vs S&P +5% in the past 8 trading days. Will this mark a near-term top? Watching how the bigger names like $ORCL and $MSFT as well as the important security names like $CRWD and $PANW handle the ServicNow results will be an important tell. I used to have a yellow sticky taped to my monitor that said “Do not fight the hard battles.” Even investors that were right in 1999 about $AMZN being the ultimate winner in e-commerce with revenues nearly doubling from $1.6B to $3.1B by 2001 had to suffer through the 95% stock decline from its peak in late 1999 to trough in 2001. It is a solid point that tech valuations were higher then but to me the time it took to reach the ultimate bottom is equally important. This is not to discount the breath-taking rallies along the way. The S&P rallied seven times with an average of 14% each occurring over roughly two months while losing 49% over 2.5 years during the bursting of the internet bubble. During each one of those, it looked like THE bottom to some investors. However my view is with agentic AI really coming to the forefront earlier this year as shown by the formalization of OpenClaw in late January, the software landscape has not had enough time to reshape in less than six months. ServiceNow among others aim to be the “control tower” connecting cloud infrastructure, LLMs, core business data and applications. However, despite their broader utility, they may still lose market value alongside more niche, single-purpose software companies during a sell-off. The CFO of a corporation will have to find a way to save costs from their expanded coding budget for Anthropic and OpenAI. Companies will not be able to sell that they are benefiting from AI versus being run over by it without having the numbers to prove it. Tactically buying at oversold levels and leaving before the reality of companies having to report is typically my strategy during these times of big technological shifts, especially following a big market rally. The lackluster stock reaction of important early reporting tech companies like $TSM, $ASML and $NFLX despite the strength in the overall market was a reminder of that. Coming up, five of the Magnificent 7 are set to report next week with $AMZN, $GOOGL, $META, $MSFT on Wednesday (the four big hyper-scalers have never been on the same day before) and $AAPL the day after. The overall market is also at overbought levels technically. Some combination of the following reasons could lead to guidance or some metrics like margins being less than hoped for in some cases: 1) close rates on big deals were impacted at the end of Q1 by the Iran war, 2) the surge in semiconductor prices could not be fully passed through to end customers and will impact margins going forward, 3) rising oil prices are impacting our shipping costs, 4) falling consumer confidence due to the geopolitical uncertainty is impacting advertising budgets, and 5) demand has been pulled forward by customers looking to get in front of price increases and will therefore result in less growth in 2H:26. As Warren Buffett says, “the market has to keep pitching but you do not have to swing.” I feel like Ohtani is now on the mound.

@GeForce_JacobF Almost done this game. Enjoying it. Running DLSS Quality 4K.

Comparison of the different AA options in Mouse: P.I. For Hire! DLSS/DLAA give significantly better AA quality compared to SMAA. DLSS vs DLAA are very close, but DLSS is much (much) higher performance! AKA DLSS FTW 🐭🧀

@munster_gene Now down 2.5%. Ouch u fomo chasers left holding the bags. Lmao.

@munster_gene Down 1.5%. Thanks for playing.

$TSLA up 4% in part on automotive gross margin excluding credits (non-GAAP) were 19.2%, vs. 17.5% expectation.

@StockMarketNerd And RED

Oops cash balance $44.7B not $4.7B.

$TSLA Earnings Snapshot:

@markflowchatter I’m 30% cash

To all the Wealth Managers, Family Office Dudes, FA's ,PMs, people that were crying in hysteria just weeks ago about the market correction. And all the uneducated HNW clients crying the blues They created the Slogan "Sell in May and go away" for a reason. You got a gift in the 2 weeks, learn from it.