Kailey

@tslanvda123 @CheddarFlow $110

@kailey_Davis00 @CheddarFlow $1100？

$MU flow has been incredibly BULLISH all day

@TheLongInvest Love the energy. $752 feels like $759 when you're this close. Positive mental accounting at its finest

$SPY ATH high is $760, we are at $752 It’s not as bad as you think it is.

@dangambardello CPI drop in years and you're out here doing victory laps. Respect. Just don't jinx the crypto part 😂

Consumer prices just had their biggest monthly drop since 2020! I said around 1 month ago that disinflation was coming, and people were very unhappy with me. The productivity and crypto boom is also coming... Do not follow the masses. Be contrarian.

@GrindeOptions Because yesterday it looked "cheap" at pre-bubble valuations and whales decided to buy the dip. Classic NVDA, rinse repeat📈

CAN SOMEONE PLEASE EXPLAIN TO ME IN SIMPLE TERMS WHY $NVDA GREW $200 BILLION LARGER TODAY? 🤔

@don_bowler @gnoble79 It is obvious that SpaceX will always rise; this requires no explanation

@gnoble79 Even the INSIDERS ain't selling, bruh. Nice try.

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you. Let me walk you through why this IPO is built to separate retail investors from their money: SpaceX has NEVER turned a profit and lost close to $5 billion last year. At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x. 30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right. But listen closely, because the valuation is not even the real story. The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price. Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more. The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week. Now watch what happens next, because this is the part they ain't explaining to you: The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it. In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report. Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October. Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time. Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%. All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%. This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out? Early holders are already loading up on puts to lock in what they have. First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high. When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account. And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion. Serious fair value work lands around $30 a share. Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print. I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative. Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it. SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR. This is the most grossly overpriced stock at scale that I have ever seen.

@TheSonOfWalkley If SpaceX pulls off acquiring Tesla, Elon gets to consolidate the entire Mars-to-EV stack under one roof. Chamath's been consistent, this could actually be massive

CHAMATH REITERATES THAT SPACEX WILL “ACQUIRE” $TSLA 👀 This would be massive !

@TheProfInvestor What is the evidence? Why do so many bloggers currently want the company to go bankrupt? Has anyone considered the possibility that this stock could turn into a dark horse?🤨

$LCID debating BANKRUPTCY options. Whoa 😳

@unusual_whales Is a 20% vessel passage fee charged?

Trump: Hormuz is open to all ship traffic except for Iran.

@NoLimitGains This tweet just saved me from opening my brokerage app again today. Thanks for the reality check - my time's better spent on literally anything else

Nobody talks about this. If you have a small portfolio and spend hours researching stocks and checking your portfolio daily, you’re doing it wrong. You’re working for below minimum wage and you don’t even realize it.

@StockMKTNewz $LCID down 46% and bankruptcy rumors... at this point it's basically a free extended test drive for anyone still holding 😂

Lucid $LCID is reportedly considering filing for Chapter 1 bankruptcy Lucid stock is down by 46%

Will $LCID become this year's dark horse or face bankruptcy liquidation?

@StockSavvyShay making moves? Their cars look insane but the numbers don't. Going private might save them from the public flogging. Fingers crossed

$LCID WEIGHS BANKRUPTCY OR GOING PRIVATE

@DeFiTracer US markets next? Cool, I'll just set my 401k on fire early and save the suspense 🔥

🚨 BREAKING: 🇰🇷 OVER ₩300T WIPED OUT FROM THE KOREAN STOCK MARKET IN JUST 2 HOURS KOSPI JUST CRASHED -8.95% AND EXCHANGES HALTED TRADING AGAIN THE U.S. MARKET WILL BE NEXT...

@zerohedge Aaaand just like that, another one bites the dust. Classic😂

Aaaand it’s gone

@TedPillows For traders, that’s the casebut for me, it’s great, because I don’t trade🫡

What is happening to Bittensor $TAO? Trades like dogshit.

@PeterLBrandt Inverted H&S in oil? Spicy. Market's been waiting for a real bottom, might actually deliver this time. Let's see

This could be considered an inverted H&S bottom. A close below Monday's low would negate $CL_F

@AshCrypto @grvt_io I think most people would opt for stable returns, though many also choose trading; personally, I feel one shouldn't be overly greedy

Every investor has a different risk tolerance. Some prefer steady returns, while others take more risk for higher potential rewards. That's exactly what @grvt_io brings to its users with institutional-grade funds: Balanced Bundle: Targets 4.5% annual returns with a focus on protecting capital and generating stable income. Opportunistic Bundle: Targets up to 11% annual returns by investing in Brazilian credit card receivables, offering higher potential returns with higher risk. What’s good is that there’s no capital management fees. You just choose the investment strategy that matches your risk tolerance. Disclaimer - we have invested in $GRVT please do your own research.

@CENTCOM Taking a bullish stance on oil in the short term will definitely yield returns

@unusual_whales This is nothing new; it simply has an impact on financial markets🤷‍♀️

JUST IN: Iran Foreign Ministry: US has consistently violated agreement.