Tim

I don't talk enough about my work @Fink_Money I always see it as "just doing my job" But compared to the supposed 'professionals' who've been freaking out for a month instead of DOING THEIR JOBS, I'm a fkn rockstar So.... Mid-March I *prepared* for the market turn by creating a list of stocks I was interested in buying Then as the market turned last week I started buying the strongest ones Crazy idea, I know. 65 Stocks made that list Over the past week... Top Performers 🔸 $AAOI +63% 🔸 $NBIS +41% 🔸 $INTC +34% 🔸 22 stocks are up 20% or more 🔸 47 stocks are up 10% or more 🔸 55 stocks are up 5% or more Only 5 are red, and the WORST performer is down 4% 1/2

@FinanceLiam 😂 that guy at the end

Max short Argentinan stocks today because I’m a patriot

Yep! Ironic that they should’ve been Stripe and now they’re getting bought by them

@VolaTim $PYPL will go down in the history books, in how to squander a once in a lifetime head start to getting taken out by a rival half your age. Fascinating and the market thought after the EBAY spun out PYPL will be a lean mean innovation machine the opposite happened.

👀 Stripe & Advent offer to buy Paypal for $60.50 per share... $PYPL closed at $47, now at $53 in overnight trade Take the deal & run

@VolaTim Sell the news

Big beats across the board from ASML $ASML Q2 2026 (EUR): Revenue 9.33bln (exp. 8.80bln, guided 8.4-9.0bln, prev. 7.69bln Y/Y) Gross Profit Margin 54% (exp. 52%, guided 51-52%, prev. 53.7% Y/Y) Net Income 2.92bln (exp. 2.62bln) Guidance: Raises FY revenue outlook to between 43-45bln (exp. 39.4bln, prev. guided 36-40bln) Raises FY gross margin to between 54-56% (prev. guided 51-53%) via @Newsquawk

@Fink_Money Bob finally said something sensible on this

Analysts love a macro data point don’t they? They’ll argue to the hilt the nuances about it. All I need to know about said data point is how many people are likely positioned the wrong way. Make that the centre piece of your beliefs around macro data points and you can start to build in some nice routes to monetisation.

@LONGCONVEXITY Apparently yes

Are people really that stupid to believe this.

Most investors miss the big moves because they start hunting for stocks after the theme has already become obvious. The way to make money is hard but simple. We broke down the full process in this masterclass, including how we target the meat of the move rather than trying to call exact tops and bottoms. Watch it here: events.fink.money/themes

@686Prism 100% agree with the last part of his post

ok so what u're saying is this macro perspective was too good for a pod and 7-8 figure annual paycheck so you put them all in ETF wrappers is this "macro perspective" in the room with us rn

@lapplandtrader IBM completely fked their quarter tbf And God has chosen to bless $TQQQ today instead

@VolaTim God doesn't like IBM it seems. I wonder why SPY is not up more than 0.2%. Makes me suspicious of shenanigans from God.

God had the CPI numbers in advance

"AI Trade Is Over, Bro"

@BlacklionCTA They can, but that’s not in their mandates so they probably won’t…

@VolaTim Yes, but manias need fuel and the Fed could tighten the pump if they desired.

What else may be a thing of the past is endless speculative manias.

What's the next big theme that's going to hit? Find out how to play it (watch our free webinar): events.fink.money/themes