Luke Neeley
310 posts

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@HolySmokas Guidance isn’t great but new cfo wants to reset expectations so they can surprise to the upside.
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Every person after reading the Citrini article be like
Citrini@citrini
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? citriniresearch.com/p/2028gic
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@DiMartinoBooth @realtormag @Redfin Feels like this year will be flatish yoy in transactions with inventory creeping up
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CAREFUL on news SOURCES!
@realtormag Pendings FELL 0.8% Mom & 1.2% YoY in January to record low.
@Redfin on latest WEEK "US pendings fell 5.8% YoY in 4 weeks ended Feb 15, biggest decline in a year..typical home that does go under contract took 67 days" v year ago, a 7-yr high.

HousingWire@HousingWire
Weekly pending home sales back to year-over-year growth as we head into spring dlvr.it/TR5QNM
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@undrvalue I bought at $24 and thought it had very limited downside. Unreal.
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$PINS:
- After hours at $15.33, down ~17% from close
- Trailing P/E 5.4x, Forward P/E 8.1x
- 80% gross margins, 17% revenue growth, 225% earnings growth
- Nearly debt-free — $2.7B cash vs $205M debt
- RSI at 10.8, most oversold it's been in years
- Trading at 52-week lows, 40% below 200-day MA
Buying this makes me sick right now, let's see how it looks in hindsight
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@zerohedge Would be ironic if this topples the precious medals orgy
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*JAPAN'S FSA QUIZZES LIFE INSURERS ON UNREALIZED BOND LOSSES
Japan about to have its SVB moment
zerohedge@zerohedge
There is no way Japan's banking sector is remotely solvent at this moment.
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🚨 2026 Heisenberg Contest! 🚨
Let’s keep it straight forward and a big one.
Guess what the S&P500 index will close out in 2026. So the last day of trading, Dec 31st 2026 on the $SPX.
Just reply your response and the 3 closest guesses will split $5,000. Guaranteed.
I’ll leave this open until end of Q2 and then will shut the comments off and end the entries. So you all have plenty of time.
I’ll go first, I think we close at 6,969.69.
K, go!
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@adamtaggart Opened up a 3/31 64p position today on slv. Will be adding aggressively if the fun continues
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Can’t believe $NVDA is the first customer of a16z, these guys are everywhere!
Ben Pouladian@benitoz
Nvidia becoming the first A16 customer tells you everything about the future Jensen is locking up the smallest nodes and the packaging long before anyone else Apple skipping A16 is big, but the real story is TSMC expanding 2nm and 3nm capacity for Nvidia demand Supply is power
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