Scottgivesvalue

🚨 THE NEXT 72 HOURS. DAY BY DAY. BOOKMARK THIS. 📅 TODAY — May 13 → Air Force One lands in Beijing with 12+ named CEOs aboard — Tesla, Nvidia, Apple, BlackRock, Boeing, Goldman Sachs, Citigroup, GE, Qualcomm, Micron, Blackstone, Cargill → Jensen Huang boarded during the Alaska refueling stop — last-minute addition → Trump confirms "many other" undisclosed CEOs also on the plane → The largest corporate delegation ever to accompany a sitting U.S. president touches down in China 📅 MAY 14 — Day 1 of Summit → Trump and Xi sit down for formal talks → The ask: Xi opens China's market to U.S. business — directly, officially, on camera → 12+ of the most powerful CEOs in the world are in the room or the building → Combined market cap of companies represented: over $10,000,000,000,000 📅 MAY 15 — Day 2 / Outcomes → Deal announcements expected — or silence that speaks louder → Every CEO on that plane needs something specific from Beijing: chip licenses, manufacturing access, supply chain agreements, financial market entry → If Xi says yes to even half of it, the trade war framework changes overnight → If Xi says no, 12 CEOs flew to China for nothing — and markets will price that immediately 72 hours. Every step has precedent. Every prediction has math. Nothing like this has ever happened in the history of U.S.-China relations. The outcome of this trip will move markets more than any Fed meeting this year. Bookmark this. Come back May 15. if you're not following me you're finding out about this 48 hours late from someone who read my post..

Right here, right $NOW

In case anyone missed it, uranium & nuclear energy stocks are going absolutely nuts today.

@zkdculture Crazy to see no phones

fun fact: MTV were suffering from low ratings so they invited michael jackson to perform at the VMA’s in 1995. his performance was so good that it literally saved MTV from bankruptcy

$NOW: "We are AI. We are AI. We are AI." $PLTR: "We deliver."

$NOW is down 18% after posting +22% YoY revenue growth. The market thinks LLMs will replace software. The CEO of ServiceNow disagrees: • Building your own $NOW with an LLM would cost 10x more • The company will double in the next few years • It’s time to take advantage of these prices and buy He bought $3M of shares at $105. The stock is now at $84. LLMs won’t kill software. They’ll live inside it.

🚨 BREAKING 🇮🇷 IRAN JUST OFFICIALLY REJECTED ALL NEGOTIATIONS WITH THE U.S. THE PEACE DEAL IS NOW CANCELLED, AND THE STRAIT OF HORMUZ IS FULLY CLOSED AGAIN. THIS IS NOT GOOD FOR THE MARKETS...

LOOKING FORWARD TO FUTURES LATER

TSLA 1st time breaking downtrend since its highs $498.83. Expect a retest back at $360 then explosion to $500+

Bears are dead.

Everyone's comfortable selling puts on stocks in a range. Bloom Energy $BE — bouncing between $130 and $170 on the weekly. Easy money, right? Until you zoom into the daily and see that gap at $113. That's a 20% drop from here. One bad headline and your "safe" strike isn't safe anymore. Are you pricing that in?

@fiscal_ai Marketing is dying

The Trade Desk is the worst performing stock in the S&P 500 this year. The stock is now down 83% from its 2025 highs. $TTD

$MSFT “If all you ever did was buy high quality stocks at the 200 week moving average, you’d beat the S&P 500 over time.” - Charlie Munger

@nicksortor This is so heart breaking

🚨 BREAKING: The mass shooter in Austin, TX last night is a 53 year old WEST AFRICAN MIGRANT from SENEGAL who had a Quran in his vehicle The FBI believes there was a TERROR NEXUS WE DO NOT HAVE TO LIVE THIS WAY! STOP THE THIRD-WORLD MIGRATION!

$MSFT has just announced a partnership with SpaceX’s Starlink to expand internet in rural areas. The expansion of Microsoft’s pipeline is happening day by day. True Domination…

$MSFT | 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭: Goldman reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟔𝟎𝟎 Analyst sees meaningful progress in Maia 200 AI accelerator, improving AI compute price/performance and long-term Azure gross margin outlook.

$AMZN under $200 feels like $GOOGL at $160. And don’t forget — $AMZN stake in Anthropic is now worth $60.6 billion.

When traders say it took them 4 years to get it right they are not talking about technical analysis.

Walmart trading nearly 2× Amazon’s earnings multiple. Let that sink in. $WMT | $AMZN

Coinbase premium index is going vertical. That usually means one thing: Aggressive U.S. spot demand. Either banks are front-running the crypto bill which will unlock $3 trillion+ of institutional capital via stablecoins. Or the US gvmt has started buying to build the Strategic BTC Reserve.