XOPYC

@Mr_Derivatives stupid shareholders not asking for a dividend as there is no reason holding Berkshire anymore

$SPX Did Uncle Warren miss this entire rally?!

@brewmarkets why this is no surprise lol

Shares of Bill Ackman's Pershing Square USA open 15% below their IPO price.

@FinanceJack44 what would $WM do there?

If I had to build a new portfolio with stocks I don’t currently own, here’s how I’d do it: Core positions: $AVGO $NFLX $MSCI $WM $V Smaller positions: $APP $NOW $DLO $NU $SE Do you think this portfolio would outperform?

@0xtechquity he has brain tumor and is not active anymore

Guy Spier literally did nothing in Q1 2026

@TheProfInvestor did you miss the bottom?

Market is comical now. Nothing else matters but the war From Oct to Feb there were a list of things stopping it from going up. Then came the war taking markets lower. April has been quite a month. This is too much winning for the market.

@ThierryBorgeat I am here with you on this one, altough you surprised me with your bearishness last few weeks.. BUT, what correction which sector? imo, IGV has bottomed and the only thing we need is SMH to cool down to bring the index back down a bit and broaden out

Today is the DAY. April 17, 2026. The intermediate top before the most difficult time of the presidential cycle. THE BAD NEWS We're entering the mid-term correction phase. Historically, markets correct an average of 16% during this period. It's the weakest part of the 4-year presidential cycle. And it starts NOW. THE CHART SPX Seasonal Composite 4-Year Presidential Cycle (99 years of data): Election Year → Post-Election Year → Mid-Election Year → Pre-Election Year Red line (current cycle): Peaked April 17, 2026 Black line (historical average): Shows consistent mid-term weakness The pattern is clear. Mid-election years are brutal. THE HISTORICAL PATTERN Out of the last 20 presidential cycles, we've witnessed 19 sharp mid-term corrections. Average decline: 16% Timing: Mid-election year (Year 2 of the cycle) This is where markets reset. THE GOOD NEWS After 19 out of 19 sharp mid-term corrections, we've seen a new bull market. Duration: 2 years Phase: Pre-election year + election year (Year 3 and Year 4) This is the most bullish part of the cycle. THE SETUP We're at the top of Year 2. The correction is coming. But the 2-year bull market follows. THE MESSAGE Buy any dip in the coming months. Not now. Not at the top. But when the market corrects 10%, 15%, 20% — that's your entry. Because history says: Mid-term corrections are buying opportunities for the pre-election rally. THE PLAYBOOK 1. We're at the intermediate top (April 17, 2026) 2. Expect a 16% correction over the next 6-9 months 3. Layer in during weakness (-10%, -15%, -20%) 4. Hold through the pre-election year rally (Year 3) 5. Ride the election year momentum (Year 4) THE PATTERN NEVER FAILS 19 out of 19 times, the mid-term correction was followed by a 2-year bull market. That's 100%. THE LESSON Don't panic during the correction. Don't fight the cycle. Buy the dip. Hold for 2 years. That's the presidential cycle playbook. Today is the DAY. The top is in. The correction starts now. The opportunity is coming.

@VladBastion too expensive

Rolls-Royce currently generates £20 billion a year from aerospace, defense, and power systems, with £3.5 billion in operating profit. Tens of billions in revenue from nuclear Small Modular Reactors could be added on top. Today the UK gave the green light to a project in Wales: three Rolls-Royce small modular reactors are planned at the Wylfa site in partnership with Great British Energy. A single 470 MW unit is estimated at around £2 billion. Three units at Wylfa is ~£6 billion in total project value. The company plans to sell "hundreds of SMRs by 2050," with exports to the US, Canada, and other countries. Rolls-Royce ranks in the top 15% globally on our Growth + Efficiency At a Reasonable Price rating.

@ariaradnia what did you wait for at $FICO?

% change on all the holdings Definitely keen on adding more to $ADBE $UBER $FICO while they're down here Might scrap $SHOP watcher position altogether soon

@Gubloinvestor just chill and do nothing.. but as I can remember you are cash heavy so I am sorry for you for missing the rally

Retail is basically panicking at this level and wants to buy anything to make money. Time to be scared and lock profit..

@CalebFranzen correction putside semis is over.. now let the semis bleed a little bit before everything goes up

Mega-cap tech & growth leading the way higher is the most bullish thing about this current market dynamic. Let's hope it continues.

@SBetschinger ich sehe keine Bubble, aber das Narrativ, dass wohl nur noch Anthropic übrig bleibt und alles diruptiert wird, ist echt nervig.. und Scam Altman ist auch nicht gerade beliebt

Wo sind eigentlich nochmal die Leute hin, die seit 3 Jahren notorisch behaupten, KI sei eine Bubble? Verstummt?

@ThierryBorgeat I see this more as a stock pickers market.. the problem here is more Walmart Costco and semis than MAG7 and other beaten down stocks.. I stopped looking at the index

@XOPYC6 $SPX 5800 then 10‘000

The S&P 500 forward P/E is 19.5x. That sounds reasonable. Until you look at history. At every major market bottom: Aug 1982: 5.6x Apr 1980: 6.3x Oct 1990: 10.4x Oct 2002: 13.9x Nov 2008: 9.2x Mar 2020: 13.1x Today: 19.5x. The market has come down from 22x. But 19.5x is not cheap. Not by any historical standard. At the 2008 bottom, the market traded at 9.2x earnings. Today it trades at more than double that. For the market to reach historical crisis lows — the S&P 500 would need to fall another 50%+. The correction may have started. It is nowhere near finished.

@BillAckman nobody cares Bill

I sat down with Robinhood CEO Vlad Tenev to discuss the combined IPO of Pershing Square USA (PSUS) and Pershing Square Inc. (PS) I hope you enjoy the conversation.   youtube.com/watch?v=vUrXwn…   This communication has been made available to you with the consent of Pershing Square USA, Ltd. (“PSUS”) and Pershing Square Inc. (“PSI”). PSUS, a closed-end investment company managed by Pershing Square Capital Management, L.P. (“PSCM”), has filed a registration statement (including a preliminary prospectus available at sec.gov/ix?doc=/Archiv…) on Form N-2 (File Nos. 811-23932; 333-294164) with the Securities and Exchange Commission (the “SEC”) for the initial public offering (the “PSUS IPO”) of its common shares of beneficial interest. PSI, the prospective parent company of PSCM, has filed a registration statement (including a preliminary prospectus available at sec.gov/Archives/edgar…) on Form S-1 (File No. 333-294165) with the SEC for the initial public offering (the “PSI IPO”, and together with the PSUS IPO, the “Combined Offering”) of the common stock of PSI. This presentation relates to the Combined Offering. The registration statements have not yet become effective. Before you invest, you should read the preliminary prospectuses in the registration statements and other documents that PSUS and PSI have filed with the SEC for more complete information about PSUS, PSI and the Combined Offering. Alternatively, copies of the preliminary prospectuses may be obtained from: Citigroup Global Markets Inc., Attention: Citigroup, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, by telephone at (800) 831-9145; UBS Securities LLC, Attention: Equity Syndicate, 11 Madison Avenue, New York, NY 10010, by telephone at (888) 827-7275, or by email at ol-prospectus-request@ubs.com; BofA Securities, Inc., Attention: Prospectus Department, NC1-022-02-25, 201 North Tryon Street, Charlotte, NC 28255, by email at dg.prospectus_requests@bofa.com; Jefferies LLC, Attention: Equity Syndicate Prospectus Department, 520 Madison Avenue, New York, NY 10022, by telephone at (877) 821-7388, or by email at prospectus_department@jefferies.com; or Wells Fargo Securities, LLC, Attention: Wells Fargo Securities, 90 South 7th Street, 5th Floor, Minneapolis, MN 55402, by telephone at (800) 645-3751 (option #5), or by email at WFScustomerservice@wellsfargo.com. Investors are advised to carefully consider the investment objectives, risks, charges and expenses of PSUS before investing. This communication shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. This communication has been distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Full disclosure: …hingsquare.s3.us-east-1.amazonaws.com/Robinhood+Disc…

@The_Real_Fly how many buildings are they offering to Kushner to end the war?

Switzerland offers to mediate between US and Iran to end the war.

@ThierryBorgeat I wonder if we can ever get $SAF on a discount

Bullish $GE and $SAF

@GabGrowth @ReneSellmann I am not sure if putting all eggs in one basket is a smart move.. as $SE is mentioned above, I just added that beside $GRAB I also own $SE and bought into $MELI at local bottom a few days ago..

@XOPYC6 @ReneSellmann Curious what you mean here?

What was the most significant announcement during Grab X 2026 in your view? $GRAB

@GabGrowth @ReneSellmann I found a solution regarding competition.. I am holding $GRAB $SE $MELI and I am happy whatever they do

I personally liked Cash Loans the most. I’ve long said that I think $GRAB needs to be way more aggressive in their FinTech business. They hold $1.6B in deposits and just $1.2B in loans disbursed. They need to catch up with $SE as quickly as possible to stand a chance of matching them in the region. While I don’t believe their offerings are as synergistic as Shopee/Monee, it is still a highly valuable data asset in comparison to what non-platform fintechs/banks have access to. The other features that impress me are the merchant-related features such as Virtual Store Manager, Tap to Pay and Cloud Printer. I believe they are all very underrated tools that will go a long way in creating merchant lock-in which I have emphasised many times is key towards Grab improving margins over time.

@HatedMoats you are literally stepping from one shit into an other

I bought $NVO yesterday. Reinvested dividend and then some. I like what's going on in the past month+. Might as well average down a bit. Because I'm sick of SaaS. Literally. What's your current approach to our favourite falling machete $NVO?

@BourbonCap but, but Anthropic..

$CRWD and $PANW have 0 debt and plenty cash.....both are having a sell off Cybersecurity threats are going to get worse over the next 10 years, but let's pretend we don't need them right now