Ben Kap

@wealthmatica Shop is at the $100 now? Down from over $180

I spent my Sunday morning listening to three earnings calls. 1. $SPOT 2. $NFLX 3. $SHOP I have a couple pages of notes per, but one thing remains true. I am continuously impressed by these three companies quarter after quarter. I genuinely believe they’re each long-term compounders. Now that being said, it doesn’t mean they are CHEAP today. Specifically $SHOP, demands a significant premium over the others - but is also growing the fastest. For me, I’m interested in two things: 1. Restarting a position in $SPOT. 2. Initiating my first time position in $NFLX. These two companies are FCF compounders - plain and simple. Buying back shares rapidly and also at “alright” valuations. I have a fresh $SPOT thesis complete that I may publish on Substack soon. Nobody is talking the argument I make in this piece… As for $SHOP - it needs to come down around $100-120/share CAD for me to be interested again.

@eWhispers @nvidia @elfcosmetics @ADI_News @Intuit @HomeDepot @WebullGlobal @Walmart @JohnDeere @VFCorp @Vertiv VRT reported a few weeks ago already

#earnings for the week of May 18, 2026 earningswhispers.com/calendar $NVDA $ELF $ADI $NIO $INTU $BIDU $DECK $HD $BULL $WMT $DE $VFC $VRT $KEYS $ZIM $ZM $TTWO $TGT $CAVA $AGYS $TOL $WDAY $LOW $ARCO $TOYO $URBN $WMS $AS $HAS $CPRT $GDS $SBLK $NDSN $FATN $STEP $RL $AAP $ECC $NRXP $TJX $LSPD $BJ $HLNE $BAH $AUNA $DAVA $RERE $CCIF $YMM $CGEN

@Jake__Wujastyk Can you please chart BRKB?

Charts will be limited to subscribers this week. All weekend updates have been posted w/ levels for both upside/downside into next week: $CIFR $IREN $TSLA $NVDA $NBIS $AMD $ONDS $MSTR $SPY $OPEN $COIN $PLTR #Bitcoin $GME $SOFI $HOOD $SPY $MARA x.com/Jake__Wujastyk…

⚠️ BREAKING: Pakistan PM Sharif: Request Trump to extend Iran deadline for two weeks.

@Oracle @zerohedge @Mr_Derivatives @CNBC @FT

Recent media activity about the Abilene site are false and incorrect. First, Crusoe and Oracle are operating in lockstep to deliver one of the world's largest AI Data centers in Abilene at record-breaking pace. Two buildings are completely operational and the rest of the campus is on track. Second, Oracle has completed leasing for the additional 4.5GW to deliver on our commitments to OpenAI. We continuously evaluate sites around the world to meet the growing demand for OCI by working with great partners and customers all the time. social.ora.cl/6000B6DKug social.ora.cl/6005B6DKTB

Price/Sales ratio for stocks is at new highs

Key Events This Week: 1. Fed Chair Powell Speaks - Tuesday 2. June Existing Home Sales data - Wednesday 3. July S&P Global Manufacturing PMI data - Thursday 4. June New Home Sales data - Thursday 5. June Durable Goods Orders data - Friday 6. ~15% of S&P 500 companies report earnings Earnings season is officially here.

@Mr_Derivatives As far as I can see there is no new name being announced today. TTD is being added today and was announced a few days ago. What are you referring to ?

Who will be included in the S&P500 today?!

@Jake__Wujastyk BRKB

Who wants some Friday afternoon charts??? Comment what you want to see below!

@eWhispers @PaloAltoNtwks @HomeDepot @Target @ADI_News @tripcomgroup @VFCorp @autodesk @BJsWholesale @Intuit @Workday What about LOW? Looks like it’s tomorrow morning…

#earnings for the week of May 19, 2025 earningswhispers.com/calendar $PANW $SNOW $DECK $PONY $HD $ZIM $BIDU $TGT $TJX $ADI $TCOM $VFC $ADSK $BJ $INTU $ROST $WDAY $ZM $AAP $EGHT $GILT $AGYS $AMSC $BILI $OXLC $CPRT $DOMO $URBN $MOD $VIK $TUYA $WIX $SVM $TRNS $QFIN $LSPD $CBAT $CGEN $ARBE $AS $BAH $GDS $MDT $TOL $DY $XP $XPEV $YMM $TD $KEYS

@HilzFuld Israel

Mind telling me in what country you are reading this? Just reply with one word, the country. (Trying to settle an argument here, so would appreciate a response.) 🙏

@OptionsMike That’s next week not this week

I’ll accept your bag of @LAYS and raise you a @CampingWorld Rv to give away Retweet if you want to be selected the WINNER of an RV filled with @LAYS #LaysVsCampingWorld

@FrumTikTok Hold a coffee in your right hand whenever possible

As an Orthodox Jew, what do you do or say when someone from the opposite gender reaches out to shake your hand?

@WalterDeemer What was the final?

79% Downside Day at 2:30. Since Friday was a 90% Downside Day, another 90% Downside Day today — and only another 90% Downside Day — would be significant.

@MrBeast April fools

I’m quitting YouTube

At what point do we stop posting him , he’s been saying similar doomsday comments for over a year. Been dead wrong and refuses to admit it. This comment now makes little sense . Crowding in what ? Market has been broadening not crowding , money markets are as flush as ever. This is another silly comment that will make JPM faze him out the same way Morgan fazed out Mike Wilson . If there is ever a correction for any reason he’ll say he was right , no he’s been wrong wrong wrong and the inevitable correction isn’t for the reasons he’s been saying

“Flash crash which could come one day out of the blue.” -Dubravko Lakos-Bujos of $JPM a couple days ago. I’m just the messenger.

@allstarcharts Posting it on X is a good start 😊

What’s the best way to explain to your wife that she’s wrong, when she’s actually wrong? Or just keep my mouth shut and let her figure it out on her own?

@DeItaone Typo?

$NIO: CLSA Downgrades to Outperform from Outperform - PT $6 from $9.80