Rames

Trump: Iran can’t get their act together. They don’t know how to sign a nonnuclear deal. They better get smart soon!

Wild times right now. 🧐 Is $GOOGL Gemini 3.0 basically confirmed for November?!

@wallstengine Honestly, this looks like market manipulation. There were rumours about this "90 day pause" yesterday already, and they got a good idea about how the market will react from that. So looks like this was the plan all along.

TRUMP RAISES TARIFFS ON CHINA TO 125%, ANNOUNCES 90-DAY PAUSE WITH LOWER RECIPROCAL RATE

@wallstengine $PLTR Dan Ives is right here. 20% off the top might be a good entry, just like it was in January.

Wedbush Reiterates Outperform Rating on $PLTR, Maintains PT at $120; 'we view this latest worry as noise' Analyst comments: "DeepSeek sell-off for Nvidia a few weeks ago is this Pentagon worry sell-off for Palantir. It’s noise and creates the oppy in our view. Very simply, DOD budget cuts and more focus on efficiency are bullish for PLTR…not a headwind. They will GAIN more share of DOD budget dollars. This Palantir sell-off is the bears trying to poke holes yet again in a transformational AI story that is getting stronger by the day. More focus on efficiency for the government between DOGE and DOD budget cuts is bullish for PLTR given where they play in the Beltway." Analyst: @DivesTech

@wallstengine DOGE is not the problem, and "isolated protests, brand worries" is quite an understatement. Maybe not in the US, but $TSLA is a global brand, and in most of its international markets, anything that closely associated with the Trump administration is viewed as toxic.

WEDBUSH REITERATES OUTPERFORM ON $TSLA, CITES "GEARING UP" FOR MASS MARKET LAUNCH AND AUTONOMOUS GROWTH, PT $550 "The worry of the Street is that Musk dedicating so much time (even more than we expected) to DOGE takes away from his time at Tesla in such a crucial moment and year for the company. The autonomous and robotics battle for market share is in full force both in the US and China and many on the Street view Musk spending "100% of his time" with DOGE as creating a negative perception around his Tesla focus. The bears will now focus on this DOGE issue, isolated protests, brand worries as their latest narrative, but the reality is this does not change the future of Tesla. We believe while perception is reality, this is off base as our work in the field shows Tesla gearing up for a new mass market vehicle launch in 1H25, making major product developments around autonomous/Optimus across its global production ecosystem, Austin unsupervised FSD launch set for June, and a host of other growth EV/battery catalysts on the horizon. Musk has always been able to balance his countless initiatives better than any other CEO we have seen and the innovation and tech machine at Tesla is accelerating into an autonomous/robotics future despite growing skepticism around Musks DOGE balancing act." Analyst Colin Langan

@wallstengine short autos, retail - long energy, tech. Also, this administration won't do anything to hurt US mega caps. Policy will be "updated" if that happens. This includes things like $BA

What are your thoughts on the tariff war and its impact on the market (equities)? Also, what’s your top trade idea for the week? 👀

@brettseperr @nbc Congrats and greetings from Germany! I just watched the announcement video with all 56 and you stand out! Really like your stuff, keep it rough! All the best!

#PokemonGOTourContest 1. Murkrow 2. Umbreon 3. Houndoom "Fight these Dark Times! The Roarin' 20s will be back!"

Build spaceships not walls @POTUS!

@unemon1 there is NO WAY $YGE is going to be profitable anytime soon. Earliest Q4 with debt restructuring and much lower interest payments

Harry Potter Wizarding Schools Map. This is my best guess right now. #harrypotter @jk_rowling

Reading the $AMZN stream on Twitter after Amazon earnings is always about as funny as it can get!

$TWTR and $GPRO no longer "strung out in heaven's high" but "hitting an all-time low" today! #DavidBowie

MESSAGE FROM IGGY: "David’s friendship was the light of my life. I never met such a brilliant person. He was the best there is. - Iggy Pop"

Please could every radio station around the globe just play David Bowie music today - I think the world owes him that.

@zomgjon benzinga.com/calendar/ratin…

Major downgrade for Twitter by MS this morning. Underweight, PT to $24 from $36. Comes a week before earnings, should weigh heavily. $TWTR

Another disastrous quarter for Yingli Green Energy $YGE facebook.com/groups/yingli/…

$AMZN Amazon looks like it just wants to skip the 500s altogether.

$AMZN Prime Day was a huge disappointment here in Europe. Was willing to buy an Ultrabook or similar, they offered only Lenovo junk.