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@fitz_keith @Varneyco x.com/i/grok/share/f…

Big week ahead… tech and a few unexpected under appreciated names I’m watching carefully Let’s start off strong with the super savvy @Varneyco at 0920! Hope you can 📺💯😃 Meanwhile… $SPCX

@fitz_keith x.com/i/grok/share/8…

"The dog ate my homework..." openai.com/index/hugging-…

@fitz_keith @ScottTheCowGuy x.com/i/grok/share/8…

Thanks for having me back @ScottTheCowGuy and to all watching 💯😊

@fitz_keith x.com/i/grok/share/8…

Tesla + SpaceX.. err yeah! 👏😀 Prepare for much more convergence in the future. Hooyah 🕺 $TSLA $SPCX

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In today's Five with Fitz: 1. UBS catches up as Wall Street discovers what we already know 2. Novo lawyers up over Lilly’s claims $NOVO $LLY 3. The Treasury trade even Dimon hates 4. 3M beats – buy, sell or hold? $MMM 5. Washington's housing "fix" backfires right on schedule Actionable, free, daily 👇 keithfitz-gerald.com/five-with-fitz

@fitz_keith x.com/i/grok/share/8…

Roughly 10% of S&P 500 companies have reported Q2 2026 results so far which means we’re still early days. Of that 10%, roughly 88% have delivered positive EPS surprises while 85% beat on revenue. Better still, the blended year-over-year earnings growth rate for the index is tracking at 24.7% for Q2. If that holds, it'll mark a second straight quarter of earnings growth above 20% — and the seventh straight quarter of double-digit earnings growth according to FactSet. Read that again. Seven consecutive quarters of double-digit growth. Why’s that matter? Try this on for size. Earnings and price have a 98% correlation over time which means if earnings are still rising, take a guess at what’ll follow eventually? Exactly. You know what to do. Keith’s Investing Tip: Prices and value occasionally divorce, and many anxious investors blow a gasket when that happens because they let their emotions get the better of ‘em. Smart investors, on the other hand, tend to wade in when they see great companies put on “sale.”

@fitz_keith @Varneyco reporting this week. x.com/i/grok/share/8…

I sat down with the venerable @Varneyco ahead of this morning’s opening bell and he asked me whether it's time to buy chip stocks after the chip index is down ~20% from its high in June. We also spent a moment on what I expect from $GOOG, $TSLA and $INTC – all of which are reporting this week. Enjoy! 😀

[Push past every limit that holds you back—today’s the day you rewrite what you thought you couldn’t do. No more excuses, just one small step forward. #BreakYourLimit]

Sunday evening vibes: making a warm cup of tea, flipping through a favorite book, and forgetting about the clock. Slow moments hit different.，

Caught my intern trying to use office stapler to "fix" their broken phone charger. Now we have 12 bent staples and a team rule: staplers are for paper, not life’s chaos

Let’s hit the KTV tonight! Sing your favorite songs, laugh till your throat hurts, and make the best mid-week or weekend memories—no perfect vocals required, just pure fun!

First driving lesson done! Stalled twice, froze at the red light, but didn’t crash Grateful for my patient instructor. Roll on next week!

Caught 10 mins of the workday just people-watching from my desk—no regrets.

Today’s limit Just a starting line for tomorrow’s break. Push past the voice saying “you can’t” — your next win is waiting. #BreakYourLimit

Your daily 10-min stretch boosts flexibility, eases muscle tension u0026 supports long-term health. Start small, feel big results!

Just wrapped an inspiring workshop on digital marketing strategy today! Learned actionable tactics to boost brand reach and connect better with audiences. Grateful for the insightful sharing and lovely group of peers. #MarketingGrowth #ProfessionalDevelopment

Need a 10-min break My desk plant is judging my “working hard” face—oops, guess it’s actually coffee and cat video time now.

Tired of forgetting new words Try 5 minutes daily spaced repetition—make language learning stick!