VV Grant

@bobspaysubstack Where do you get these from?

New reading material just arrived $XYZ $FOUR

$LULU

@unusual_whales Isn’t it always 50%? Either they raise or they don’t

BREALKING: US interest rate futures now reflect more than 50% probability of a Fed rate hike by January.

@StockMarketNerd I’m gonna say no

Do the people dunking on AI infra. bulls for a 3% decline following several hundred % returns know how ridiculous they sound?

@fiscal_ai Insane! I know this one got hit hard by tariffs and consumer spending worries, but might be worth scooping up some shares

Lululemon since 2018: Revenue +300% Stock Price -2% $LULU

Bullish for $OPEN

If my CEO doesn’t wear these glasses I don’t want him!

@TrendSpider So sick that I missed this one

Nearing triple-digit altitude 🚀 $RKLB

$TTD trading at its cheapest valuation EVER. Any brave souls out there calling Mr. Market's bluff on this? 😅 (via @koyfin)

@bobspaysubstack Honestly I’m hoping the after hours sell off continues into market open so I can add on this weakness

Don’t feel like $TOST should be down this much

$ALB has gone PARABOLIC over the last 12 months

@APompliano Did you like what you see with $OPEN earnings today?

AOC recently said “you can’t earn a billion dollars.” Her explanation is that it is only possible to generate this level of wealth by breaking laws, exploiting people, or doing something nefarious. Instead, history shows us the exact opposite. Take Amazon as an example. They have created millions of jobs over the last 30 years. Amazon pays a minimum wage of $15/hour and most people start at $18/hour or higher. And Jeff Bezos created a service that lets you push a button on your phone and almost anything in the world will get delivered within days. Literally a modern day miracle that has had a profoundly positive impact on hundreds of millions of people. Be wary of those who don’t understand that companies thrive by serving their users and customers. I hope we get a lot more Jeff Bezos’ in this world. x.com/TFTC21/status/…

Excellent quarter from $TOST , stock is beaten up after hours and valuation is starting to look better each day. Currently trading around a 20x next years expected earnings

What’s the best stock to own right now that no one is talking about on here?

@KoyfinCharts $VEEV has been beaten down so bad over the last few months. Might be worth a swinging at here

There are just 18 companies in the public universe that have increased free cash flow YoY on an annual basis for the last 10 years consecutively. All have pretty solid 10Y return CAGRs.

@UnrivaledInvest Love a CEO putting their money where their mouth is. Keeping an eye on this one for sure!

Fascinating to see $TTD founder / CEO buy ~$150mn in stock this week.

Looking forward to the day $OPEN is added to the S&P 500

Inflation about to go crazy again

If the California billionaire wealth tax passes, this will be nationwide policy for 2028. Every Democrat on the primary stage will raise their hand to support this federally. Tech guys think they can just run to Texas now. The path ahead is: Nationalism vs Communism.

Nobody has yet been able to answer the question: If AI is going to cause mass unemployment and lack of income, then who is going to buy all of the stuff that is produced in the consumer economy? If nobody is there to buy anything, how will any corporations make money?