IPODave

IPO today anyone get shares:). up 500%

Last week the finished takedown into OPEX & this week the market sees stabilization thru excellent earnings or will the market hear AI ghosts that keep the bears in play until the election. Huge week, play the chop or get out of the way?

@redheadranting 2nd Concert I went to was Squier/Ratt - excellent show. But this video tops my worst from the 80s.

This video tanks Billy Squier's musical career for a while after it was released - a long while - which is too bad because it's a banger song. I saw him in concert two or three times and it was a great show every time. Thing is, this video is just 42 years ahead of his time. And it's still better than all the music they're putting out today. And one more thing - men wore make up, had long hair and danced like this in the 80s - the younger kids haven't discovered anything new, but GenX did it better.

@novogratz Find a likable CEO or honorable General - build back the ole GOP separate out MAGA

Kamala Harris shouldn’t run for President. She was back of the pack in 2020 and was wiped out in 2024. The Dems need a strong center left candidate to not only win but to heal the country. Focus on what matters: affordability, wealth gap, rational and pro growth immigration, and AI. There are at least 6 strong candidates that meet this criteria! Gonna be a busy Q4 and Q1 2027

Reminder - algos obviously used the 3rd week OPEX to decimate the momo names - will we see a small relief into earnings this week as it could become a fulcrum OPEX. I just expect any bounces will get sold into election cycle

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-Weigh…

Momo crash lol - they haven’t even seen a crash yet

IPOs from 2019 onwards have predominantly underperformed, with recent cohorts posting severe negative 3-year returns averaging near -70%, while earlier vintages show occasional outperformance, revealing a market-wide IPO underperformance trend exacerbated by timing and valuation cycles. The persistence of these losses across cohorts signals that IPO timing remains a critical risk factor and that retail awareness bias toward winners obscures the broader market reality of IPO value destruction. $BTC #BTC #MACRO #EQUITIES

The idea now is that obviously too much spend for those investing in AI but the old line companies will benefit most as they use AI to increase their EPS. Interesting dynamics but expected.

The underwriters had zero reason to open an early stage bio IPO up $9 today - but of course they did with $SCTX. Remember the IPO algos are not your friend & don't open IPOs similiar to prior years based off true demand.

Those who have been making bank since covid & believe the markets never go down - if you've taken a 30% hit on a market barely down its time to take a rest let this chop period play out. You will only try to go in larger to get bailed out & this market dynamics may not allow it.

Here is my personal list of vacation markets that I think are going to see the highest Foreclosure rates over next 2-3 years: 1) Broken Bow, OK 2) Blue Ridge, GA 3) Elijay, GA 4) Maggie Valley, NC 5) Helen, GA 6) Beech Mtn, NC 7) Mineral Bluff/Cherry Log, GA 8) Eureka Springs, AR 9) McCall, ID 10) Sisters, OR 11) Sandpoint, ID 12) Payson/White Mtns, AZ 13) Whitefish, MT 14) Lake of Ozarks, MO 15) Leavenworth, WA Many of these were "Second home/family vacation cabin" markets before Covid. Then the lockdown caused a flood of AirBnB speculators in many small towns. That caused prices to skyrocket and a lot of FOMO buyers to jump on the "AirBnB is passive income" train from 2022 - 2025. I am already seeing quite a few foreclosures go all the way to fruition in some of the above towns (the process usually takes 1 - 2 years from the date of the last mortgage payment by the owner). I go into details of each of these towns in my Newsletter I'm releasing today. In the next hour, I'll be dropping it at Bowtiedbroke.substack.com where I break down a specific foreclosure in one of the above towns so you know how to spot them and how they progress along the path of: 1) Last Made Mortgage Payment 2) Short Sale Attempt 3) Foreclosure paperwork 4) Actual Default Foreclosure 5) Bank Asset Manager 6) Sale of Property by bank Today's write up will be wide open to everyone (because I feel this a very important topic to know/learn about in the next few years). If you've ever wondered what the Foreclosure process looks like and want to know more about what happened in the above towns, you will want to read it.

$SNOW just doesn't go down - someone knows why....

#earnings for the week of July 27, 2026 earningswhispers.com/calendar $MSFT $AAPL $AMZN $META $BE $SOFI $BSX $APLD $STX $ENPH $VRT $PYPL $HOOD $ORLY $ARM $QCOM $NVTS $KLAC $RBLX $BA $RDDT $V $AXTI $CLS $LRCX $BMY $XOM $NUE $CI $AZN $MA $KO $CMG $RMBS $BKR $TER $TLRY $UPS $AEM $CAR $DINO $FTNT $GLW $APH $VLO $MTZ $BOH $F $GNRC $SBUX