lucidjp

Market makers must think retail is stupid. CEO has bought $UPST at $39.33, and doubled down with another buy at $27.5 2 days ago. That’s the biggest hint the company is executing upon their 35% CAGR guidance 21% EBITDA guidance. No one is selling this stock at these prices. From a fast -4% in the morning to a V shape +2% in afternoon. Only 100m float with a couple hundred thousand shares are available to borrow on IBKR. Shorts are completely trapped in Upstart. reddit.com/r/wallstreetbe…

@Tai_Chen_Hsiang @Upstart @paulxgu Well they have to show profitability….. the market doesn’t believe they can be profitable

@lucidjp @Upstart @paulxgu Just like rate cuts—sure, they help revenue and the stock price, but they also take away the chance to break free from being a rate-sensitive stock. This is a perfect moment.

$UPST @Upstart @paulxgu Wow, your turned the Upstart engines on ?? It's speeding up....

@davegirouard let it be soon pls

Slowly and then all at once

@DoucheBag168 waht happened

Can always count on $TMDX to really fuck your day up... FUCK YOU WALEED

@AntiFeminismAU Passport bros for the win :)

Passport bro in Thailand is shocked at how much better Thai women treat him compared to Western women. Do you agree with him?

$UPST at closing bell $29.71 +2.72 up 10.08%!! 🎶 "It Was A Good Day!" 🎶 🔊 Thank you @paulxgu for buying 50,000 more ^ shares!! You're off to an incredible start as @Upstart's new CEO! 👏 💚

@enjoyer_liberty two words -- Passport Bros

I’ve spent 25 years wanting to become a father but I genuinely feel like it’s not worth it anymore. Women are broken & will destroy you. Courts are rigged beyond belief. Most married men I know are miserable. Most women I know despise men. I’m done. We’re done. It’s over, man.

OMG short squeeze on $UPST ??? 10%+ gain today @paulxgu @davegirouard @HenryInvests

🚨 BREAKING: FULLER & THALER BUYS 1.42 MILLION SHARES OF $HIMS IN Q1 - Fuller & Thaler is a hedge fund with $29B assets under management - Founded by Russell Fuller and @R_Thaler, one of the most famous living behavioral economists & winner of the 2017 Nobel Prize for Economics

$UPST gamma squeeze appears to be catching some attention on Wallstreetbets. $50 intrinsic at $28? 35% short, 75% utilization on IB, only 100 million shares and the ceos keep doubling down to buy millions more, latest being yesterday. Seems perfect for a short squeeze. reddit.com/r/wallstreetbe…

$UPST is the biggest short squeeze setup I’ve ever seen. Intrinsic value around $50. Trades at 28. Current and former ceo bought over 10m worth together. Current ceo bought today again. Calls are cheap, low float, high short interest. This could just gamma squeeze to 100.

@amitisinvesting Can Trump buy $UPST $CELH $TMDX now ?? Asking for a friend

PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS. The document is over 100 pages and has thousands of trades. This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries. Here are some of the names that Trump bought: $PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.

@drdenwalker What are Gremlins for $200 please

Improves overall cardiovascular health Reduces the risk of heart attack Reduces the risk of strokes Lowers blood pressure Anti-cancer effects Anti-inflammatory #Narrow #Health RT and Share

@Ashton_1nvests Oh no Costco is going to eat $CELH’s lunch LOL

I believe these stocks are in accumulation zones for long-term investors: - $SOFI - $ZETA - $NOW - $SNAP - $ADBE - $CELH

@amitisinvesting Thank you for the recap !!

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $NVDA Nvidia CEO Jensen Huang joined President Trump’s China trip after receiving a last-minute invitation, increasing attention on the stalled H200 chip sales to China. Reuters reported that Trump called Huang after seeing reports that he had not been invited, and Huang later boarded Air Force One in Alaska. Nvidia hit an all time high today. 2. $NBIS Nebius reported Q1 revenue of $399M, ahead of the $388.6M estimate and up 684% year-over-year. Adjusted EBITDA came in at $129.5M, beating expectations of $90.5M, while ARR reached $1.92B, up 674% year-over-year and 54% quarter-over-quarter. For 2026, the company reaffirmed its target for year-end ARR of roughly $7B-$9B and raised its contracted power capacity outlook from more than 3GW to more than 4GW. 3. April PPI came in much hotter than expected, with headline producer prices rising 6% versus estimates of 4.9%. Core PPI also beat expectations, increasing 5.2% compared to the 4.3% forecast. This marks the highest producer inflation reading since March 2022. 4. Consumer credit stress is rising across major debt categories. In the U.S., 13.1% of credit card balances are now 90+ days delinquent, the highest level since 2011. Student loan delinquencies have climbed to 10.3%, the highest since 2020, while auto loan delinquencies reached 5.6%, the highest level on record. 5. Kevin Warsh has been confirmed as the 17th Chair of the Federal Reserve, taking over at a time when inflation is rising again, Americans remain frustrated with the economy, and the Fed’s independence is facing intense political pressure. The Senate confirmed Warsh to a four-year term on Wednesday in a 54-45 vote, with unanimous Republican support and only one Democratic vote in favor, from Pennsylvania Senator John Fetterman. 6. Bank of America raised its AI data center systems forecast to $1.7T by 2030, up from its prior estimate of $1.4T, implying a 45% compound annual growth rate. The firm now expects AI accelerators to represent roughly $1.2T of that market, with AI networking reaching $316B as custom chips like Google’s TPUs and Amazon’s Trainium continue to scale. 7. $F Ford shares moved higher after Morgan Stanley said the company may announce energy storage supply agreements with large commercial customers, potentially including hyperscalers, within the next few months. Morgan Stanley estimates Ford Energy could be worth around $10B. 8. $HOOD Robinhood released its April 2026 monthly metrics, showing continued growth across the platform. Funded customers rose to 27.6M, up 1.65M year-over-year, total platform assets increased 49% to $345B, and April net deposits reached $6.0B, implying a 29% annual growth rate. Trading activity also remained strong, with equity trading volume up 57% year-over-year to $249B, while the margin book more than doubled from $8.4B a year ago to $18.0B, showing customers are borrowing more to invest. Crypto was the weaker area, with volumes down 33% from March and Bitstamp volumes falling 46% month-over-month. 9. U.S. data center construction spending rose 34% year-over-year in March to a record annualized pace of $50B. Spending has now increased 437% since the start of 2021, when the annualized run rate was about $9B, and 688% since 2018, when it was roughly $6B. At the same time, office construction continues to weaken, falling 9% year-over-year to $46B, its lowest level since 2015. 10. $CSCO Cisco reported Q3 revenue of $15.8B, above estimates of $15.54B and up 12% year-over-year. Adjusted EPS came in at $1.06 versus estimates of $1.04, up 10% year-over-year. Product orders rose 35%, networking product orders were up more than 50%, data center switching orders increased more than 40%, and campus networking orders rose more than 25%. Cisco also raised its FY26 AI infrastructure order outlook to $9B from $5B and lifted expected AI infrastructure revenue to $4B from $3B. 11. U.S. leveraged ETF assets have climbed to a record $177B, up $45B since the March market bottom. Tech remains the dominant category, representing about 69% of total leveraged ETF AUM. Within that, technology-focused funds hold $65B, semiconductor funds hold $32B, and Magnificent 7 funds hold $25B, while S&P 500-linked leveraged ETFs account for another $24B. 12. Anduril raised $5B at a $60B valuation in the private markets. Anthropic raised $30B at a $900B valuation. The street now awaits Cerebras going public tomorrow, with estimates assuming a $40-$50B valuation and SpaceX this summer at $2T. WALL STREET IS THE GREATEST SHOW ON EARTH.