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CoachJim148
5.7K posts
Quentin Johnston
Logan Stanley@LSscribe
Perhaps the most fascinating experiment going on right now in college football: ASU DE Clayton Smith making the switch to WR. The former 5 ⭐️ recruit was on @BruceFeldmanCFB’s annual “Freaks List” last season, which ranks the most athletic players. He’s looked good so far.
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CoachJim148 retweetledi
You've seen the headlines about Iran not being interested in ceasefire talks. But there is a certain logic by which that means they are interested in ceasefire talks.
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CoachJim148 retweetledi
Before and after
Client was sick of the dusty old floors that were often cold in the winter
We fixed it up with something tasteful and modern
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CoachJim148 retweetledi
You are not bullish enough.
The trucking market is an 11 out of a 10 right now, with some the strongest charts since COVID.
The resurgence of the US industrial economy and manufacturing renaissance is real, along with tightening capacity.
I told Bloomberg Open Interest that I am an 11 out of 10 about how bullish the signals are in domestic freight.
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More zip than 1/4 of the league
Savage@Savageboston
Tom Brady touchdown to Stefon Diggs. Oh. My. God.
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7. Private credit
Trending markets start and end with a story. The AI story is on pause. Uncertainties have taken the spot.
NVDA can't stop reporting good news and the stock has gone nowhere in 8 months.
CoachJim148@CoachJim148
5. 3 years into AI capex bull market minus carry trade and tariff scare 6. Trade negations with China
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5. 3 years into AI capex bull market minus carry trade and tariff scare
6. Trade negations with China
CoachJim148@CoachJim148
Market Uncertainties: 1. War --> Oil and supply chain shock 2. Inflation --> Oil, supply chain disruptions, tariffs 3. New Fed Chair --> Separation of fed and white house, reducing fed balance sheet 4. Mid terms --> Trump admin pooping their pants currently ....
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Market Uncertainties:
1. War --> Oil and supply chain shock
2. Inflation --> Oil, supply chain disruptions, tariffs
3. New Fed Chair --> Separation of fed and white house, reducing fed balance sheet
4. Mid terms --> Trump admin pooping their pants currently
....
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If you got mega short Friday, you were late. If you're getting mega long now, you're late. This is not a trending market. It is an in and out market. It will trend again, but thinking all the smoke will clear out in a day is short sighted.
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Don the fastball is losing its zip
Insider Paper@TheInsiderPaper
BREAKING - TRUMP DECLARES AMERICA HAS WON THE IRAN WAR
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Interesting how NVDA keep reporting great earnings and news drops and is going no where
FSMN@faststocknewss
Nvidia $NVDA launches Nemotron 3 Super, a 120B-parameter open AI model.
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