zakaria

@rickjeff78 What will be the catalyst though. Treasury and the fed will do everything for bonds not to get to 6%. And for inflation they'll cook the data like they've been doing.

Smart for Vance. He knows GOP is cooked next two cycles. Bessent knows he can't keep this charade going 2 1/2 years. The biggest stock market crash in American history looms.

@JamesTrvdes How is GTA 6 not already priced in

One of the easiest longs in the market here is $TTWO, I don’t see a world where you regret this investment 12-18 months out.

@zerohedge Trump botched the whole thing. Could've finished the job but his baby Israel was running out of defensive missiles

UAE JOINS SAUDI ARABIA, AND QATAR IN URGING TRUMP AGAINST REINITIATING WAR WITH IRAN

@dissectmarkets @ns123abc hyperscalers and nvidia would never buy from china. but they dominate the consumer market for sure

@amitisinvesting They reduced some tarifs and secured rare earth minerals

The Trump-Xi Summit honestly feels like they got nothing even remotely important accomplished. - China will buy more Boeing Jets...okay, they do that every few years. - China will buy more beef...thanks. Especially because they are just buying what they stopped buying a while ago. - China will join the US to denounce North Korea being a nuclear powerhouse...lol, yes because China and the US both are going to try to seriously get NK to give up nukes. Makes sense. The point of the summit, from my understanding, was for Trump to get Xi to convince Iran to stop the BS and sign a deal. From all reports, Xi not only laughed at the US proposal, but he gave a counter proposal that Trump said hated, going as far to say that he "couldn't get through the first line of it." In fact, the CCP only really wanted to talk about Taiwan, which obviously the US does NOT want to discuss. Bond yields are *literally* exploding up, pacing their Feb 2025 highs because the escalation from Trump over the weekend and the lack of any progress with China makes the market think inflation will once again be the biggest issue this year as CPI and PPI are the hottest since 2022 and oil continues to be over $100. Now, the market doesn't really care...because semiconductors continue to provide all the earnings growth...but I wonder if the market does start to care soon. Just doesn't seem like we resolved anything with Iran in any meaningful way over the past week but hoping the ceasefire stays in place and military escalation isn't on the table.

@rickjeff78 it would be political suicide though. if he was gonna do, he wouldn't have stopped the war and would've just hit iran's infrastrcuture but he knew the american people would revold against him especially if americans die but even if no american died it looks bad to kill iranians

Restarting the Iran war will cause economic collapse around the world. This is a feature, not a bug.

@Craaazy1231 and no growth. how about that

$HIMS One of the most underrated companies to this day. Trading at $5B. Revenue: $2.5B. Quite funny. Should be worth $200, Ngl.

@CarsonTalkMoney brk don't know what they're doing. they're so bad right now

Any ideas why Berkshire sold $DPZ? They look cheap by both FCF and PE... It's puzzling to me, I actually considered buying some recently

@thefriday_media @anandchokshi19 Have you ever heard of strategic investment for purpose other than stock gains

@anandchokshi19 Have they ever heard of the term diversification?

@Ghimi_Ghum @SayNoToTrading This not ipo subscription. This is trading after the ipo finishes

@SayNoToTrading Public is

So which retail brokers are offering Cerebras $CBRS IPO access? Aside from Fidelity, haven’t seen any. Not from $HOOD, $SCHW. Guessing E*trade from $MS might since they’re lead.

@DudeWhoInvests It will when it sees actions taken

“Quantitative easing is reverse Robin Hood. It’s policy that steals from the poor, to give to the rich." - Kevin Warsh I find it wild how the market is not dipping due to this stance on QE from the likely incoming Fed Chair Warsh.

@BULLOFBRITAIN They already do buy Dell and HP

Got a $DELL?

@P_Remarks And Nike and lulu and home Depot and Rh and hotels and basically every consumer brand at years lows

@MetacriticCap How is Taiwan and south Korea emerging. They have more money per Capita than Europe. And maybe en par with usa

Wild that emerging markets have three $1T club companies, but Europe doesn't have any.

@Micro2Macr0 People focus on big companies saying they're not raising output and forget the hundreds of junior oil companies looking to seize the opportunity

The USA is a primary benefactor from the war with Iran..

@theImwene @WarMonitor3 Check how much Spain contributed to Ukraine. More than most European countries

@WarMonitor3 I said this. Majority of NATO members are just leeches. Especially that Spain. Out Spain, in Ukraine.

@Midnight_Captl You don't get it. It's about not getting locked in to cuda. And the future will show that's the right strategy

Dario did wayyyy too many TPUs, and wayyyy too few Blackwell racks huh

@rickjeff78 Inflation to 6% if this thing continue for few more months

I don't need anyone's inflation tracker.

@Micro2Macr0 Many older investors are down like 30% this year alone with software sinking. And you have Cathie wood not beating sp 500 neither. So for an old guy he did alright

Was.

@Han_Akamatsu This is ceo is retarded dip

Do you think there’s good chances of more dilution on the way for $GME here at these levels? Is this a "fear of dilution" dip for GameStop?