@ariaradnia I agree it’s just a hard hold in this irrational market. SaaS seems to be rebounding slightly (well done on $ADBE )
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Aymen Retibi
13.2K posts
Aymen Retibi
@aymenretibi
Investor + Behavioural Scientist
London, England Katılım Ekim 2014
918 Takip Edilen317 Takipçiler
Despite the fragility, $DUOL should still probs be trading at 30x FCF
That's a $200 stock
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Literally the strongest stock rally in market history
During objectively the worst thing to ever happen to the global economy
Bluekurtic Market Insights@Bluekurtic
S&P 500 officially posted 9 consecutive positive weeks. But this was no ordinary winning streak. $SPX gained more than 19% during the stretch, making it the strongest 9-week winning streak on record since at least 1950.
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🚨The world released 285 million barrels from strategic reserves in just 4 months.
By July, the taps are nearly dry. ⚠️
Global strategic stock draws, Mar–Jun 2026:
→ March: 36 mb
→ April: 79 mb
→ May: 74 mb
→ June: 76 mb (forecast)
→ July: 22 mb (
→ August: 20 mb
The US SPR is doing the heaviest lifting the dominant blue bar every single month.
When strategic releases drop from 76 mb/month to 22 mb/month and Hormuz is still semi-closed, the market has to find its own price.
That price is higher than the one the SPR was suppressing.
Central banks can't fix a physical supply shock.
Strategic reserves can absorb it temporarily.
Both tools are now reaching their limits simultaneously.
Full analysis including what this means for commodity inflation and the assets positioned to benefit in my latest article.
Link in the comments 👇
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The Blue Origin rocket explosion creates a huge issue for Amazon's Kuiper satellite constellation that is meant to compete with SpaceX Starlink.
Amazon has a deadline of July 2026 to get 1,618 satellites into orbit to keep their FCC spectrum licenses.
msn.com/en-us/news/ins…
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Cramer is unironically the only one who’s right every year
Cathie is a perma-bull
Ray Dalio is trying his best Kiyosaki impression
Robert Kiyosaki …
Dividendology@dividendology
What does this make you notice?
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SpaceX is valuationmogging the entire defense industry by a factor of >2
Kalshi@Kalshi
JUST IN: SpaceX reportedly looking to go public at valuation of $1.8 trillion
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Tempted by $NVDA at these levels?
Barchart@Barchart
BREAKING 🚨: Nvidia $NVDA Timberrrrrrrrrrrrrrrrrr 📉📉
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“Thank you for your application… On this occasion, your happiness score didn’t meet our criteria and we’ve progressed with happier candidates”
Polymarket@Polymarket
NEW: Deel co-founder says the company screens candidates for “happiness” during the hiring process.
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Argentina is popular with a certain group
Rushi@rushicrypto
Peter Thiel fleeing to Argentina feels very 1945.
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Holy shit! They changed the rules for Elon again...
They waved the profitability rule & are adding SpaceX to indices only 5 days after IPO... normally it's 90
This forces 401k retirement & passive funds to buy SpaceX at elevated IPO pricing, holding the bags the entire way down
Financelot@FinanceLancelot
They changed the entire rules of the stock market specifically for Elon Musk's SpaceX IPO... This is what they aren't telling you... and how it could cause the greatest collapse we've ever seen.
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Sales & Trading Interns are simply Claude Code but for getting traders coffees
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"Claude, tell me the next stock Trump is going to publicly mention and pump +100%…
Make no mistakes"
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$NWG and $BCS fighting to vibe code faster than degenerates when it gets released
Polymarket@Polymarket
NEW: Bank of England Governor says UK banks still do not have access to Claude Mythos, six weeks after first requesting it.
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Jeff Bezos tuning into Blue Origin’s New Glenn rocket launch last night
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AI is doing [X thing]
It should be doing [Y thing that is better]
Introducing [name you got from Claude], the first [AI thing] that actually [does thing]. 👇
Sue@suekhim
AI is making kids dumber. It should be making them geniuses. Introducing Koji, the first AI tutor that gets kids to actually think. 👇
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South Korea has now outperformed the S&P 500 over the past 10 years
All of the outperformance has come in the past year
Nuts
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Today, we're announcing the completion of a $100 million employee tender at Figure
To solve general robotics, we need the best engineers on the planet and as a private company I'm glad to be providing liquidity along our journey
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All he does is position himself in some momentum rally then scream buy
Didn't work out with Ethereum
Vivek Sen@Vivek4real_
BREAKING: TOM LEE JUST SAID WE ARE ABOUT TO SEE ONE OF THE BEST RETURNS OF OUR LIFETIME IT’S COMING
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