Precise Market Analysis.
115 posts
One of my favorite things to look at when researching companies is the other companies members of their team came from.
You really find some interesting stuff.
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Hey guys, for anyone new here.
If you love deep dives, go show some love to the substack!!
Articles weekly on the stocks you guys love.
Link in bio and below this post if you guys are interested.
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Will either be the smartest guy we’ve ever seen or the dumbest.
bubble boi@bubbleboi
I sold out of everything. Yes. Everything. Yes.. even that one. The next two weeks will be tough for most of you. Good luck.
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Finally seeing some green.
This selloff created the entries everyone was waiting for.
Did you buy?
Kalshi Finance@Kalshi_Finance
JUST IN: $800,000,000,000 has been added back to the U.S. stock market in the last 3 hours
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Yea let’s just post this right before market close.
*Walter Bloomberg@DeItaone
U.S. MILITARY CONDUCTING STRIKES ON IRAN -CENTCOM
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$PENG down over 20% this week after just reporting record earnings.
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Life will be crazy in a couple years when we have humanoid fight clubs.
You don’t even understand.
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Follow the $META compute saga, because it's the best FUD case study of the year. All numbers, no vibes.
July 1: Bloomberg reports Meta is exploring selling excess AI compute through "Meta Compute." The single word "excess" nukes the sector:
Then look at what Meta actually did next.
July 8: Starts production of its in-house AI chip, Iris, this September. Doubles compute target from 7GW to 14GW by 2027.
July 14: Expands the Richland Parish, Louisiana data center to 5GW. Announced investment goes from $10B to $50B+. Bloomberg reports total site cost could top $250B including chips. $1B+ in local infrastructure, 1,000+ operational roles.
Same week: Morgan Stanley raises hyperscaler capex estimates to $1.23 trillion for 2027 and $1.4 trillion for 2028, up 9-10%, with Meta alone at $250B in 2028.
And now the best part.
$META is reportedly in final talks with Anthropic on a ~$10 billion compute deal per.
So the "excess compute" that flushed the sector was never a glut. It was inventory. Meta saw what compute rents for and realized its spare capacity is a product.
The market sold "excess" as weakness. The data says it was a company discovering demand so strong it pays to become a landlord.
The neoclouds got flushed on the exact news that validates their business model.
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Was only a matter of time.
Hope we can show some strength to close the day and continue it next week.
CK Capital@CKCapitalxx
Hard to see these high growth stocks going much lower. Have to be bottomed soon.
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Let’s gooooooo. $ASTS
AST SpaceMobile@AST_SpaceMobile
Cape Canaveral. Next stop: orbit 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 BlueBirds 12 and 13 have arrived at Cape Canaveral, joining BlueBird 11 ahead of their imminent launch. These trucks carry more than satellites. They carry years of engineering, innovation, and execution. Production continues through BlueBird 38. Built in Texas. Cellular Broadband from space. A new layer of connectivity. 🌎📶📱🇺🇸 Build. Ship. Launch. Repeat. #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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Some might say this is a relief pump, but let's be real.
This is the worst high beta sell off in over 27 years.
Things like this don't happen often.
Market is near ATHs as high beta got crushed the last month.
Hoping we will see some rotation back in during the coming month with Mag7 earnings coming up.
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You’d think AI disappeared the way these stocks have been trading.
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Lots to watch for next week.
The Earnings Correspondent@earnings_guy
#earnings for the next week: $DPZ $AMC $STLD $AGNC $WRB $SCHW $GM $DHR $MMM $MRSH $HAL $IBKR $COF $CB $ALK $EQT $GEV $T $PM $CME $MCO $TSLA $GOOGL $IBM $NOW $TXN $KMI $CSX $URI $CCI $LUV $AAL $LMT $TMUS $TMO $HON $NOK $BX $CLF $INTC $NEM $SAP $DECK $MXL $DLR $AXP $VZ $NEE $CHTR
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$ASTS upgraded to Buy at B. Riley, $85 target. The line that matters: “fully funded to deploy its global network.”
And for all the noise about delays, the buildout is accelerating. BlueBirds 8, 9, 10 in orbit, three more launching in August, the Texas factory pumping out 10+ satellites’ worth of components a month, 45 targeted in orbit this year.
Now the phase shift: beta service can start with as few as 20 BlueBirds, and subscriber data is “just around the corner.”
For years this traded on launch schedules. Soon it trades on actual users.
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Hard to see these high growth stocks going much lower.
Have to be bottomed soon.
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For the people holding 100% cash.
Are you deploying yet?
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