Izzy

#vikings is a better show than #got

New All Time Highs

$sbux someone attached tracking devices to supposedly recyclable cups and found not one of them went to be recycled. Most people already know that, but now we know for sure.

Plenty of tech earnings this week with $ZS $MRVL $SNOW $DELL and more! Get Scott Redler's newsletter tomorrow: t3live.com/rd

Futures are open even though trading anything else is off for the holiday tomorrow. 🇺🇸 The indexes are all up. $iwm Russell leads the way. $qqq NASDAQ right behind it. Good for growth!

@itsfuckingbroke 4:20 in Albuquerque

@izzyonit Fuck it it’s 5 o’clock somewhere

AND .. THERE IT IS 😂

We'll see. It's a long weekend. $btc ain't yet 80k let alone 90. Think we need it done for sure and see it stick. Then we can forecast inflation coming down and rates cuts back on the table.

Would you be surprised if BTC was over $200k this time next year?

🗓️ What are you watching this week? • Tuesday: $ZS • Wednesday: $PDD $CRM $SNOW $SNPS • Thursday: $COST $DELL $PATH $MDB $ESTC $S $OKTA $ADSK $BBY All visualized in our newsletter.

Yes u can buy a thing at 1 price, sell it at another & earn that profit. Unfortunately (or fortunately) stocks are different. They compound growth based on the company's performance Q/Q, Y/Y. The best ones often present u with profitable sells but it's self-destructive behavior.

SEC DELAYS PLAN ALLOWING FOR CRYPTO VERSIONS OF US STOCKS

$SPCX might have more of a life to it (Anthropic and Open AI likely more so) but if you look at $cbrs it has been straight down, with the peak happening in the first couple hours of trading. New all time low on that one today $254.25

New 52-wk high $zm $113.73

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Helpful time to realize the standard flow-to-price correlation is much less reliable with $msos due to the high volume of shorts and uniquely poor plumbing.

@sciencegirl Where's $chwy on this?? @Chewy

Japanese researcher Dr. Toru Miyazaki has been working on a treatment aimed at one of the biggest health problems in domestic cats: chronic kidney disease, which affects a large proportion of older cats and is a leading cause of death. His work focuses on a naturally occurring protein called AIM, which helps the body clear waste through the kidneys. In cats, this protein exists but does not function properly because it remains bound in an inactive form. Over time, this contributes to a buildup of toxins and gradual kidney failure. To address this, Miyazaki’s team developed an injectable version designed to restore the protein’s activity and support kidney function. In a small trial, cats receiving the treatment showed much higher survival over the following year compared with those who did not receive it, prompting further investigation and regulatory review. The research suggests the therapy may be useful both for cats already affected by kidney disease and potentially as a preventative option in younger animals. While early findings are promising, experts stress that the results are still based on limited trials and longer-term studies are needed. The project, now being advanced through a Japanese research company, has attracted significant public interest and funding support from cat owners after earlier financial challenges threatened to halt development. If it continues to prove successful and receives approval, it could significantly improve treatment options for feline kidney disease and potentially extend healthy lifespans in cats.

Asymmetric trades are asymmetric precisely because of risks & caveats. Without risk, the opportunity wouldn't be mispriced. Very few capture the full move on these trades, because A) the risk factors involved deter them or B) the volatility produced by the risk scares them out.

$ZM Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.239B (Est. $1.22B) 🟢; +5.5% YoY 🔹 Adj. EPS: $1.55 (Est. $1.42) 🟢 🔹 Enterprise Revenue: $755.7M; +7.2% YoY 🔹 Enterprise NDER: 99%, up from 98% last year FY27 Guide: 🔹 Revenue: $5.080B-$5.090B (Est. $5.07B) 🟢 🔹 Adj. EPS: $5.96-$6.00 (Est. $5.87) 🟢 🔹 Non-GAAP Operating Income: $2.065B-$2.075B 🔹 Free Cash Flow: $1.700B-$1.740B Q2’27 Guide: 🔹 Revenue: $1.265B-$1.270B 🔹 Adj. EPS: $1.45-$1.47 🔹 Non-GAAP Operating Income: $508.0M-$513.0M Other Metrics: 🔹 Non-GAAP Operating Margin: 41.1%; +130 bps YoY 🔹 Customers >$100K TTM Revenue: 4,534; +8.2% YoY 🔹 AI Companion Paid Users: +184% YoY 🔹 My Notes: 1.5M licensed users within four months of launch 🔹 Online Avg. Monthly Churn: 3.0% Financials: 🔹 Non-GAAP Operating Income: $508.7M 🔹 Free Cash Flow: $500.5M 🔹 Cash & Marketable Securities: $7.7B Capital Return: 🔹 Additional Buyback Authorization: $1.0B 🔹 Remaining Authorization: $625.0M as of April 30, 2026 Commentary: 🔸 “Customers are increasingly adopting Zoom as an AI-first system of action for modern work, with AI Companion paid users growing 184% year over year, and My Notes reaching 1.5 million licensed users within just four months of launch.”

Yeah well, just wait for the same country to come out and say totally false.

$nvda could be a little noisy next few days