supermarty136

@amitisinvesting trump is not going to Mara Lago this weekend. anything is possible.. rollcall.com/factbase/trump…

TIMMY APPLE JUST PUMPED THE PRESIDENT’S BAGS $AAPL $INTC The US government is now up $45B on their Intel position.

@PaperGainsInc $snow , $intu

🚨 SOFTWARE GOLD RUSH 🚨 Not all SW is dead. That's the lie keeping u broke. The split isn't SW vs semis. it's AI-adj vs not. $DDOG ripping to $186 PM NOW. Last wk: "not AI." One pivot=PARABOLIC. $NET $TWLO $FFIV $SNPS +26% in 1mo. AI chip tools. Wrong pick=hosed. Right one=10x moonshot. Put in work. Most won't. We do.

@amitisinvesting where to you get your earnings numbers from?

$MU

@aleabitoreddit next qtr will be tough for $lite.. new plan is nit finished. they would be able make enough to satisfy customers. need competition to step in..

I think many people are surprised to learn that stocks don’t move in a straight line up. Today: Laser companies from $LITE to $SIVE to $AAOI are down -8.0%, 10.2%, and -4.38%. Taiwan limit down -10% on CPO names like MSSCorps, Shunsin, and adjacent like Win Semi. $AXTI and $SOI are down -7% and -10.2%. After $LITE reported earnings. Pretty sure markets missed the heavy nuance that this was extremely bullish for CPO names like $SIVEF or Shunsin from the earnings transcript, but algos sold off everything optical. This is still the very beginning of the entire CPO supercycle curve. Before any volume ramp.

@aleabitoreddit memory makers are forcing customers to commit to longterm contracts. what do you think of this?

I’m just watching everything from $EWY to $SNDK go up enormous amounts… Even $MU is up 12% today. Uhhh… YTD is getting a little ridiculous.

@Couzin_Vinny debt

$GME $EBAY what don't you understand? :)

@PaperGainsInc $crcl

BTC at 80K. Iran lobbing missiles. Market shrugged. Going live to break down what's actually moving this week... $SPY bitcoin:native $QQQ

@KobeissiLetter $crcl

Shocking stat of the day: Adjusted Stablecoin volume is projected to reach $719 TRILLION by 2035, according to a new report from Chainalysis. This projection is assuming organic growth alone. When factoring in macro catalysts, Chainalysis says this figure could approach $1.5 quadrillion. In fact, Stablecoin payment volumes are on pace to match Visa and Mastercard’s off-chain transaction volumes somewhere between 2031 and 2039. This comes amid a massive shift toward Stablecoin infrastructure, with Western Union, $USDPT, Fidelity, $FIDD, Meta, and many other Fortune 500 companies preparing launches. The ecosystem is also evolving, such as Jupiter's $JUPUSD, which returns yield back to the ecosystem and has been attracting large inflows. Stablecoin adoption is skyrocketing.

@AIStockSavvy sort this by revenue % decending..

☀️ Pre-Market Earnings Recap: $MA $BAX $COP $BMY $IP $MO $CROX $BLDR $W $SIRI $AME $LHX $PWR $HSY $CAH $RCL $VLO $CAT $MRK $CI $CHKP $LLY

@AIStockSavvy for $meta , their focus on agents/tools for global consumers (vs US corporate users) will slow the release of their models/agents. everyone else is targeting corporate users, NOW..

🚨 Pre-market buzz! $VISN $HTZ $QCOM $FORM $CVNA $GOOGL $LLY $RCL $BAX $GRMN $OWL $TER $PWR $CMG $CAKE $CAT $TAP $MRK $ORLY $AMZN $SFM $MARA $MA $MSFT $COP $CROX $KLAC $EQIX $IP $W $META $TDOC $CHKP

@amitisinvesting it would be cool if he showed up in swim suite, tanktop, flipflops while holding a surfboard. walked to the podium and said "see you on the next wave, bros.. i am outta here."

BREAKING: In his last FOMC meeting as Fed Chair, Jerome Powell and the Fed have chosen to keep rates unchanged. In March 2020, the FOMC under Chair Powell brought the federal funds rate down to a target range of 0.0% to 0.25%. Inflation rose to the highest level in 40 years by 2022. In July 2023, the Fed raised the benchmark rate to a range of 5.25% to 5.50%, the highest rates we have seen in over 2 decades. We will be ending his tenure now with rates at 3.5-3.75%.

@amitisinvesting daytrading $sndk , $mu , $lite ... using margin. holding $be long. that s*** is real.. avoiding $hood until dust settles. might see the high $50's.

Ugly day for two big retail names, $SOFI & $HOOD. Amazing day for the AI Infra plays that continue to crush earnings like $BE $STX $NXP. I think the broader question here, at this stage of the rally from the lows, is do you think there is an opportunity cost at being in a loser and transitioning it for a winner. The loser, if the company is doing well, usually gets the dip buy because the price is a better bargain. This market is rewarding the winner, even if the earnings multiple is massive (like Intel) or there barely are any earnings (like Bloom) as long as the trajectory continues to show that they will keep winning. So, would you sell all your $SOFI to buy a $SNDK or $MU here? I’m not sure many would, but so far fintech and software have continued to dip even with good earnings as the market simply has rotated to companies that keep putting up strong numbers. Just not sure many have the stomach to buy a chart up 3-4x YTD and sell their bags in fundamentally strong companies just to be in the current winning trade.

@StockSavvyShay anything new about $iren? i can't find anything. a big deal must becoming down their pipe soon.

$NBIS achieved $NVDA Exemplar Cloud certification on GB300 NVL72 validating its AI training performance against Nvidia’s own standards. Very few cloud providers have this which reinforces Nebius as a real AI infrastructure player and not just another GPU rental platform.

@KrisPatel99 he will start dolling out $$$$ to them. i can hear the shill now: "they are the backbone of our country"...

Trump has been the worst president for Farmers... 1. Higher Labor prices 2. Higher Fuel prices 3. Tariffs 4. Higher Fertilizer prices 5. Higher borrowing costs November bloodbath in the midterms...

@squawksquare 60's

$TSLA

@KrisPatel99 not on either team. just hate elon less. sam will loss due to lying/sliminess factor.

Whose side are y’all on? Team Elon? Or Team Altman?

@CaktusJaxk1 are you monitoring US troop movements? i.e. is there a way to see if more ships are moving towards the Strait from US soil?

*Iran’s parliament is moving a draft plan to tighten control over the Strait of Hormuz. The reported plan would: • ban Israeli-linked vessels • restrict “hostile” ships/submarines • put enforcement under Iran’s Armed Forces • collect Strait revenue in Iranian rials • seek compensation from countries that damaged Iran

@CaktusJaxk1 these leaders are dirt. all 3 are non-starters. there will be boots on the ground if he doesn't get it his way.

Iran’s reported negotiation formula: 1. stop the war 2. lock in security guarantees 3. settle Hormuz rules then negotiate

😂😂😂

@CaktusJaxk1 thank you, again. others are not reading the article and just pumping the "deal". patience will be needed tomorrow open.

*TRUMP TO HOLD SITUATION ROOM MEETING ON IRAN MONDAY Iran’s reported offer is not really a peace deal. It is a leverage deal. The sequence: stop the war reopen the Strait of Hormuz lift the U.S. blockade postpone nuclear talks Tehran wants the immediate pressure removed before touching the uranium file. The U.S. wants the opposite: keep the blockade in place until Iran gives ground on enrichment. But the core issue remains untouched: Iran’s enriched uranium stockpile and whether Tehran suspends enrichment for the long term. - Axios