Sowing Alpha

@ecommerceshares I don’t think retail sales are the first spot the consumer pulls back, rather travel and eating out (which they are). Also Q1 oil was low 60s/barrel for most so could look vastly different Q2 and into back half of year…

US Retailers who have reported so far like $RL $WSM and $TGT have seen strongly accelerating US comparable sales last quarter. The “weak consumer” narrative is in shambles. Never underestimate the American shopper.

@Investor_NICK_ If i were a non tech CEO who had any role in getting Trump elected i’d be irate. This is just nonstop stalling thats bad for business everywhere and only good for a small subset of tech (mostly semis)

Peace deal / delayed strikes every other day and oil bulls get smoked over and over again until SP500 is 8000 …

We reached a comprehensive agreement that doesn’t even mention nuclear with Iran? Is that really where we’ve landed? What a fucking clown show this administration is

@blondesnmoney The runup to the print was insane, clearly we’re giving up all today’s gains and then some tmrw

$NVDA beats $1.87 vs $1.77 consensus Revenue $81.6 Billion vs $79 Billion consensus Sees Q2 $89.1 B - $92 B vs $87 B Consensus

Good reminder that semis have fallen after the last few $NVDA earnings, last quarter $SMH fell 10% the next week under the weight of truly ridiculous expectations. And that was before yall ran the entire complex up 34% heading into this print. To the bulls out there…

@volcrushed Non event its just a drift up every quarter. Day after has been the fireworks last couple Qs

@Osint613 Plus idiots believe every fake deal he pumps so why move towards an actual one

Trump speaking about Iran: “I’m in no hurry. Everyone is saying, ‘The midterms’, I’m in no hurry.”

Cannot emphasize enough how much some of y’all are going to be exit liquidity

Shoutout to our Pakistani bros for bringing world peace for the 69th time. Not that it’s ever lasted once, but hey much appreciated boys. But seriously, dropping the final deal tomorrow and then saying, 'See ya after Hajj' for the next meeting is a total joke. What a clown world we live in. #oott #iran

Also good reminder our day trader president owns $NVDA so there’s literally zero signaling whatsoever today

Today’s price action is so meaningless there’s little point in even watching (so i won’t), just know whatever the intraday and afternoon hype, markets and tech sold off 3 of last 4 nvda earnings… finite liquidity meets infinite expectations

@simpleinvest01 It’s nvda earnings day, a nuclear bomb could drop and semis would still drift up all day

I guess we are going long semis again.

KOSPI declines 2.1% as Samsung pay talks fail to produce an agreement with the union.

Wonder what percentage of American tourists in Korean semis even knew this was going on 😆

Kospi opens straight down again. American retail now may actually be the dumb money at the table, really incredible. Even the most degenerate investors on the planet have started pulling back on risk

@zerohedge Maybe the dumbest headline i’ve ever read

Oil Plummets As NATO Mulls Hormuz Deployment If Strait Not Open By July zerohedge.com/markets/oil-pl…

Congrats retards you’ve forced semis green in the most objectively idiotic price action we’ve seen with rates at 20 year highs, well done truly. Everything else besides the shit that only goes up during recessions is red to accomplish this idiotic dogpile. Truly well done

I guess we’re going to do this bullshit one more time until the immense sell the news event that is $NVDA earnings every…fucking… quarter

Semis can now only eke out intraday gains at the expense of literally every other sector, it’s no longer just software. Even mag 7 getting pummeled. You’re genuinely crazy if you think we’re closer to the beginning than the end here

@P_Remarks Lol no chance think we haven’t seen todays low