John smith

Offices are completely empty, so please tell me how us stockholders are able to view the ledger as specified by the Company. 500 Linden oaks suite 300 which is floor 3 not a soul in site. Looks like they had a quick stay $bbig #bbig

@theliamnissan He obviously does not care about Americans and trying to get reelected he only cares about enriching himself through fraud

According to Gallup only 16% of Americans think Trump's economy is in good shape. He's been an absolute disaster for America.

@ChrisMurphyCT Something has to give! DO SOMETHING. X posts do nothing.

Morning everyone. Do you know that your President just exempted himself, his family, and all his family's companies from our tax laws? You are subject to the law. Now he is not. No one should not pretend this is okay or normal. It's an ongoing constitutional crisis.

@TedPillows Algos that’s all the market is anymore

This can't be real. Just a few minutes before the US market close, Al Arabiya says that Iranian media outlets attribute false news regarding US-Iran negotiations. But this won't matter now, as the S&P 500 closed another day in the green. This is just pure manipulation, but so far it has been working in the favour of the market.

@midascabal It's so sickening the corruption man. Something has to give. Not hoping for something bad to happen- but this world has to show accountability to those who do wrong

The US Iran deal is going to fall through. The stock market will CRASH because of this. The manipulation is crazy.

@DeItaone If I had a dollar for every time he said this, I would have as much money as he made from insider trading and market manipulation

TRUMP: IRAN CONFLICT WILL END VERY SOON

@WhiteHouse You know that diesel being higher effects grocery costs? You can’t balance it out with this bs

TODAY AT 11AM EST: Trump to roll back Biden-era refrigerant rules in push to lower grocery costs

@DeItaone Didn’t they say they will commit to remove the blockade if July it’s still there? You guys literally bashed on NATO now expect them to bail us out of our decision to go to war

RUBIO: WE'RE VERY UPSET WITH NATO ALLIES OVER IRAN RESPONSE

@SamanthaLaDuc When is Wall Street going to care about dummy warehouses with pallets of Nvidia chips that were "sold"? Asking for a friend

Jensen last night: "Demand has gone parabolic." But so too has inventory... $NVDA

@MargoMartin47 @realDonaldTrump Why don't you hand those out to the homeless in DC?

President @realDonaldTrump asked the White House chef to make breakfast sandwiches for the press who are viewing the ballroom construction this morning 🇺🇸

@RentYourStocks So far, expirations are up in the air. I am sure they are long puts

Leopold's "jump the shark moment" Got absolutely bodied on these puts...

@RapidResponse47 Okay- but that is outweighed by rising healthcare costs

President Trump is the first President to actually bring down prescription drug prices — and the data is just starting to show up. You'd just never know it by listening to the Fake News.

@MollyJongFast @FT He’s always been ‘interested’. This time it’s just directly in his name

This graphic from @FT shows trump has suddenly gotten very interested in trading stocks

@cantonmeow cope

The market is pulling back on fears of being at all time highs.

@AshCrypto There was never any money to begin with, everything is circular

Bitcoin is DUMPING. Ethereum is DUMPING. Gold is DUMPING. Silver is DUMPING. S&P 500 is DUMPING. Nasdaq is DUMPING. Bonds are DUMPING Even the Oil is going down. If everything is DUMPING, where the hell is the money going?

@EricTrump @SenWarren Nvidia is one of the largest weighted and most influential stocks in these indexes, so the exposure is still substantial

.@SenWarren All of our assets are invested in a blind trust by the largest financial institutions in broad market indexes. To suggest that individual stocks are being bought or sold, at the discretion of any member of the Trump family, would be a lie and blatantly false. Using a silly example, if you buy the “Schwab 1000,” you will get some exposure to Nvidia - as well as a 1,000 other U.S. companies large- and mid-cap stocks. It’s completely disingenuous to represent anything to the contrary. Please be better than this…

@TradingThomas3 you mean, realists

Warmongers already pushing the narrative that Trump could attack Iran this weekend.

@salmaogs No they are looking at the bond market

1.5% pullback overnight and everyone’s panicking 🤣

@ACInvestorBlog Unpopular?! Everyone and their mom is bullish

Unpopular opinion: We’re living through the same market phase as 1999, right when the internet exploded. This is the technological transformation of AI. The Nasdaq rose over 100% in 1999, so we still have a long way to go. Pullbacks are welcome, but a crash? Bullshit ✌️ $SPY $NDX

@rickjeff78 The opposite of what you believe always becomes fact. Bookmark this

Trump is long right now. You're going to bet against that? Good luck.

@BillAckman While you preach to the sheep, instead of reading this massive post one could just look at the bond market to get the TRUE story

As two of the largest forces in equity markets -- growing index ownership and increasing amounts of capital controlled by extremely short-term-oriented, leveraged, volatility-intolerant investors -- converge, we have found occasional opportunities to acquire some of the most dominant long-term compounding franchises at attractive valuations. For example, we acquired Alphabet $GOOG when the stock declined substantially on the release of ChatGPT in late 2022, Amazon $AMZN in the weeks following Liberation Day, and $META more recently on the market's response to the company's unexpectedly large cap ex guidance and expenditures. In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation. While $PSUS will not be filing a 13F tomorrow, it has also recently made $MFST a core holding. Microsoft operates two of the most valuable franchises in enterprise technology, which account for approximately 70% of the company's overall profits: M365 and Azure. M365, the company's productivity suite, is the dominant operating platform for knowledge work, with over 450 million workers using Word, Excel, PowerPoint, Outlook, and Teams on a daily basis. Azure is the world's second-largest hyperscaler cloud platform and, like AWS in our Amazon investment, is a direct beneficiary of the multi-decade migration of enterprise IT workloads to the cloud, which is now further accelerated by surging demand for AI inference workloads. Both M365 and Azure are underpinned by Microsoft's unparalleled enterprise distribution and the security, compliance, and identity infrastructure it has built and refined over decades. Beyond these core franchises, Microsoft also owns a portfolio of other leading businesses, including LinkedIn (the world's largest professional network with 1.3 billion members), its gaming platform (Xbox and Activision Blizzard), and search and news advertising (Bing and the Edge browser). We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results. We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft's trading average over the last few years. Notably, MSFT's headline multiple does not reflect the value of Microsoft's approximately 27% economic interest in OpenAI, which would represent approximately $200 billion, or 7% of Microsoft's market capitalization, at OpenAI's most recent funding round valuation. We believe Microsoft's recent share price decline has been principally driven by investor concerns around two key issues: i) the competitive positioning of M365 against increasingly capable AI lab offerings (notably Anthropic's Claude Cowork), and ii) the durability of Azure's growth, especially in light of Microsoft's evolving relationship with OpenAI. In our view, investors underestimate the resilience of the M365 franchise given its deeply embedded role across enterprises and highly attractive price-value proposition. Unlike point software solutions, which may be vulnerable to disintermediation by better-performing AI alternatives, M365 is tightly integrated into the daily workflow of nearly every large enterprise and is supported by Microsoft's identity, security, compliance, and data governance infrastructure, which would be nearly impossible to replicate. Attractive bundle economics further reinforce Microsoft's advantage, with monthly average revenue per user on the M365 suite at approximately $20, less than half of what customers would pay to purchase the underlying applications individually from different vendors. Moreover, we are encouraged to see Microsoft prioritizing its R&D efforts and investment in Copilot, its own AI agent embedded across M365, with direct involvement from CEO Satya Nadella. We believe these efforts will translate into improved product velocity and greater customer adoption over time. Alongside Copilot's rollout, the company has also begun shifting its pricing model from pure per-seat licensing to a hybrid model of seats plus metered consumption, which helps expand the company’s revenue opportunity as AI agents drive incremental usage that a seat-only structure would not capture. These initiatives should help sustain M365’s strong underlying growth momentum, which was already evident in the business unit’s 15% revenue growth (in constant currency) last quarter. We believe concerns regarding Azure's growth trajectory are similarly misplaced, particularly in light of the franchise's exceptional recent performance. Azure revenue grew 39% in constant currency last quarter, with company guiding to modest acceleration through the second half of the year. We view Microsoft's recent decision to restructure its OpenAI partnership not as a concession but as part of a deliberate pivot toward a more open, multi-model architecture that better serves enterprise customers, who increasingly seek optionality across model providers. Microsoft recently disclosed that over 10,000 enterprise customers have used more than one model on Azure Foundry, the company’s modular AI model marketplace. This model-agnostic approach also strengthens Copilot, which can auto-route queries across multiple models to deliver the optimal output for a given task. To support Azure's rapid growth amid persistent supply constraints, Microsoft has raised its calendar year 2026 capex budget to approximately $190 billion. Consistent with what we have observed at hyperscaler peers Amazon and Google, we view this spend as growth capex that should drive future revenue generation. This is particularly true for Microsoft, given that roughly two-thirds of its capex budget is allocated to server and networking equipment that correlates directly with near-term revenue. Like our purchases of $GOOG, $AMZN, and $META, we believe that $MSFT offers analogous and compelling long-term value at today's valuation.